S&P 500 Performance After a Negative June and July The S&P 500 fell 0.1% in July. Bulls can call it noise, but bears will see a familiar pattern. Since 1950, when both June and July have been weak, the rest of the year has often had a hard time delivering much upside. Image: Carson Investment…
Performance – S&P 500 MCG & Tech Ratio to the Rest of the S&P 500 The relative performance of MCG and Tech has once again bounced back from the lower end of its long-term trend channel, with further upside likely. Image: Deutsche Bank Asset Allocation
The Performance of the S&P 500 Before and After Midterm Elections History has been kind to investors after midterms. In all 20 midterm elections since World War II, the S&P 500 has been higher nine months later every time. Image: Deutsche Bank
10-Year Rolling Annualized Equity vs. Bond Performance (Ex Post Equity Risk Premia) On a 10-year rolling annualized basis, U.S. equities have outperformed bonds by one of the widest margins since the 1920s and 1950s. Image: Goldman Sachs Global Investment Research
S&P 500 Performance Since 2025 The S&P 500 has been trapped in a narrow range for two months, with rotations playing out underneath the surface, reminiscent of the November-to-February period. Image: Deutsche Bank Asset Allocation
Index Performance – S&P 500, Nasdaq 100, Russell 2000, Mag 7 Investors are still rotating out of mega-cap tech. Since late October 2025, the Magnificent Seven have underperformed sharply, while the broader market has proved far more resilient. Image: Deutsche Bank Asset Allocation
10-Year Annualized Performance vs. The Market of The Best Performing U.S. Sector Tech outperformance has been unusually strong and unusually long, marking one of the most concentrated, longest-running spells of sector leadership in recent market history. Image: Goldman Sachs Global Investment Research
Sentiment – Risk Appetite and Expected U.S. Equity Market Performance Risk appetite among U.S. equity fund managers held up in July, though it was hardly enthusiastic. Valuations, geopolitics and monetary policy are still weighing on near-term return expectations. Image: S&P Global Market Intelligence
S&P 500 Performance During Trump Years After a weak first quarter, the S&P 500 is tracking the familiar Trump-era playbook, with a rally still very much in play for the rest of the year. For now, bulls have little to complain about. Image: Carson Investment Research
S&P 500 Performance After A >10% Q2 Quarter History leans very bullish. Since 1950, when the S&P 500 has risen more than 10% in Q2, the rest of the year has finished in the red just once. Average gains come in near 12%, a track record that keeps bulls smiling. Image: Carson Investment Research
S&P 500 Performance Up YTD Between 5-10% at the Midpoint of the Year Since 1950, when the S&P 500 has been up 5% to 10% by midyear, it has finished the year higher 93.8% of the time, with an average gain of nearly 14%, giving bulls plenty of reason to stay optimistic. Image: Carson Investment…