Historical Length of Recessions and Market Declines While a 20% decline may seem alarming for 2025, it reflects patterns that are often seen during bear markets, especially when economic conditions are challenging. Image: Real Investment Advice
S&P 500 Historical FY2 EPS Revisions vs. Consensus EPS Recent downward revisions in S&P 500 EPS estimates for 2024-25 reflect a cautious approach from analysts, primarily driven by economic uncertainties. Image: BofA US Equity & Quant Strategy
S&P 500 Historical Earnings-per-Share (EPS) The consensus projection suggests that the S&P 500 will achieve 18% EPS growth by the end of 2025, reflecting confidence in corporate profitability as we move into 2025. Image: BofA Global Investment Strategy
How U.S. Stocks Historically Do When the Incumbent President Doesn’t Run for Re-Election The tendency for U.S. stocks to perform well in years when the incumbent president chooses not to run for re-election can be attributed to decreased uncertainty surrounding future governance. Image: Carson Investment Research
January’s Historical Returns Throughout history, the performance of the U.S. stock market in the month of January has often served as a reliable indicator for the overall trajectory of the market for the rest of the year. Image: Real Investment Advice
S&P 500 Total Return and Historical Inflation Peaks Historically, U.S. stocks have shown a tendency to increase when there is no recession following a peak in inflation. Image: Goldman Sachs Global Investment Research
What Is Your Current Equity Positioning or Sentiment in Historical Terms? The sentiment among JPMorgan clients as a whole is not optimistic when it comes to equities. Image: J.P. Morgan
Peak-to-Trough Declines in Historical Bear Markets Since 1929 A new bull market in U.S. stocks has officially begun, marking the end of the bear market. Image: BofA US Equity & US Quant Strategy
Historical U.S. Inflation Episodes Is it the last U.S. inflation peak of this cycle? Image: BofA Research Investment Committee
Distribution of Historical Stock and Bond Returns U.S. stocks and bonds both have suffered significant losses since the beginning of the year. Image: Alpine Macro
Valuation – S&P 500 Historical P/E Ratio in Different Inflation Environments Should U.S. equity investors expect lower stock valuations, as U.S. core PCE remains elevated? Image: Guggenheim Partners