Search Results for: cycle

S&P 500 Monthly Seasonality – Presidential Cycle Year 2 Historically, S&P 500 seasonality is more bullish in October prior to the midterm elections. Image: BofA Global Research

Fed – Median U.S. CPI at the Start of the 13 Hiking Cycles Could the Fed cut rates even if inflation remains elevated? Image: Deutsche Bank

U.S. Market Cycle Indicators Will the % of market cycle indicators be less than 30% in the next 12 months? Image: Richardson Wealth

S&P 500 Cycle Composite Can U.S. equity investors expect a rebound in the second half of 2022? Image: Ned Davis Research

U.S. Recession – Housing Cycle Stress Index Should investors expect the possibility of a significant weakening in the housing sector this year? Image: MBR Partners

Pullbacks and Returns a Year Off the Lows for the S&P 500 Index Based on the 4-Year Presidential Cycle Historically, the S&P 500 average intra-year pullback from peak to trough has been more than 17% in midterm years. Image: LPL Research

Fed Tightening Cycles vs. U.S. Inflation Expectations Should investors brace for a hard landing? Image: Goldman Sachs Global Investment Research

Yield Curve – U.S. Equity Returns in the 12-Months Following the First 10Y-2Y Inversion in Each Cycle Will the S&P 500 hit a new record high this year, despite the 10Y-2Y inverted yield curve? Image: J.P. Morgan

The Average Trajectory of the S&P 500 Before and After the First Fed Rate Hike over the Previous 10 Fed Tightening Cycles With rates rising rapidly, will the S&P 500 continue to rally? Image: J.P. Morgan

U.S. Business Cycle – Cross-Asset Cycle Indicator The Morgan Stanley’s U.S. cycle indicator suggests similarities to 2004-05. Image: Morgan Stanley Research