Historical U.S. Tariff Rate and Implied Rate Based on Latest Announcements

Historical U.S. Tariff Rate and Implied Rate Based on Latest Announcements If the average effective U.S. tariff rate rises to 20.7%, the economic impact could be substantial. Each 1 percentage point increase in the tariff rate is estimated to reduce economic growth by approximately 0.1 percentage point. Image: Deutsche Bank

S&P 500 Index Performance After Geopolitical and Major Historical Events

S&P 500 Index Performance After Geopolitical and Major Historical Events While geopolitical events may cause short-term market disruptions, markets have historically shown resilience and recovered over time, especially beyond the usual 12-month tactical window. Image: Carson Investment Research

Historical Length of Recessions and Market Declines

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

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)

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

January’s Historical Returns

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

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

Historical U.S. Inflation Episodes

Historical U.S. Inflation Episodes Is it the last U.S. inflation peak of this cycle? Image: BofA Research Investment Committee