S&P 500 Historical FY2 EPS Revisions vs. Consensus EPS

S&P 500 Historical FY2 EPS Revisions vs. Consensus EPS Consensus EPS estimates for 2024 continue to track a typical non-recessionary year revision trend, suggesting a positive outlook for the market and the potential for strong corporate earnings growth. Image: BofA US Equity & Quant 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