S&P 500 Performance After Two 90% Advancing Issues in a Row Since 1980, two consecutive days with 90% advancing issues in the S&P 500 have delivered a median return of 16.5% over the following 12 months, with positive returns occurring 90.9% of the time—giving bulls reason to rejoice! Image: Carson Investment Research
Performance – Gold vs. S&P 500 Warren Buffett has a skeptical view of gold as an investment, but apparently, gold didn’t get the memo and has been outperforming the S&P 500 this century! Image: Bloomberg
S&P 500 Performance Despite Friday’s rebound, the S&P 500 is now enduring its fourth consecutive week of losses—the longest losing streak since August 2024—eroding investor confidence significantly. Image: Bloomberg
S&P 500 Performance After Enters a 10% Correction, But Doesn’t Go into a Bear Market Historically, when the S&P 500 falls 10% without entering a bear market, it’s a potential buying opportunity. Since 1950, it has always been higher 6 and 12 months later, with a median 12-month return of 15.2%. Image: Carson Investment Research
S&P 500 Performance from Inauguration Day The current U.S. equity market sell-off is notable for being the fastest 10% correction since the COVID-19 pandemic and also the worst post-election decline if we exclude the years 2000 and 2008. Image: Goldman Sachs Global Investment Research
Sentiment – Risk Appetite and Expected U.S. Equity Market Performance Investor risk appetite in the U.S. equity market has continued to decline in March, driven by a worsening economic outlook, fiscal and political uncertainties, and concerns about Federal Reserve policies. Image: S&P Global Market Intelligence
S&P 500 Performance During Government Shutdowns While government shutdowns can create short-term volatility, historical data shows that the S&P 500 has gained an average of 12.7% in the 12 months after such events, with positive returns occurring 86.4% of the time. Image: Carson Investment Research
Performance – S&P 500 vs. Stoxx Europe 600 While European stocks are currently outperforming the U.S. this quarter due to favorable valuations and macroeconomic factors, it remains to be seen whether this trend will sustain throughout the year, given historical patterns. Image: Bloomberg
S&P 500 Performance After Five Consecutive Days of a 1% Daily Move and All Above the 200-Day MA Historically, when the S&P 500 has experienced five consecutive days of 1% moves while remaining above its 200-day MA, it has performed well over the following six months, averaging an 11.0% gain and rising 91.7% of the…
Seasonality – S&P 500 Index Performance Post-Election Years Since 1950, the U.S. stock market has historically shown strong performance in March, April, and May during post-election years, offering bulls reasons for optimism. Image: Carson Investment Research
S&P 500 Performance When Higher in January and Lower in February Since 1950, when the S&P 500 has a positive January followed by a negative February, the index tends to finish the year strong, resulting in gains 75% of the time, with a median increase of 10.1% – better than the average year. Image: Carson…