Sentiment – Risk Appetite and Expected U.S. Equity Market Performance In December, U.S. equity investors’ risk appetite rose to its highest level since April 2021, with expectations of continued gains in U.S. equities through 2025. Image: S&P Global Market Intelligence
Performance of U.S. vs. Rest of World Equities Investing in U.S. corporations is like betting on a horse that always finishes the race—sure, it might stumble, but it usually crosses the finish line ahead of the pack! Image: BlackRock Investment Institute
MSCI World Performance Relative to S&P 500 Since the 2008 financial crisis, the S&P 500 has significantly outperformed global stocks, reflecting the resilience of the U.S. economy and the growing influence of American companies, particularly in the technology sector. Image: Bloomberg
S&P 500 Performance The fourth quarter is like the stock market’s version of a holiday party—everyone’s in a good mood, fueled by seasonal spending and the hope of a year-end bonus! Image: Bloomberg
S&P 500 Performance One Year After 5% Monthly Gains Historically, since 1950, when the S&P 500 records gains of over 5% in November, it tends to continue this momentum, averaging a 12.8% return one year later, resulting in a profitable period for investors. Image: Carson Investment Research
S&P 500 Performance After Major Milestone Levels Are Hit Market optimism is so high, even bears are buying “Bull Market 2025” t-shirts, as the S&P 500 index has consistently risen in the six months following a significant milestone, with an above-average return of 7.7% since 1928. Image: Carson Investment Research
Annual Performance of S&P 500 With a year-to-date return of 26.47%, the S&P 500 index has delivered remarkable gains in 2024, ranking it among the best performances of the century. Image: Bloomberg
S&P 500 Performance in Election Years Bulls are smiling as December is one of the most promising months for U.S. stocks during a presidential election year, with gains occurring 83.3% of the time and an average return of 1.3% since 1950. Image: Carson Investment Research
S&P 500 Performance The S&P 500’s remarkable performance in 2024 is among the best since 1928, and historical patterns indicate that this momentum could persist. Image: Goldman Sachs Global Investment Research
S&P 500 Performance per Year of a 4-Year Presidential Cycle U.S. stock markets generally perform better in the initial two years when a President is re-elected versus when a new President takes office. Image: Carson Investment Research
Performance – S&P 500 Relative to Gold Over the past six years, the S&P 500’s performance relative to gold has remained flat, a trend that has served as an important indicator of market sentiment for decades. Image: Morgan Stanley Research