S&P 500 Annual Performance Based How the Santa Claus Rally Does A missing Santa Claus rally is rarely good news. Since 1950, years that skipped the festive lift have averaged only 6.1% gains. For bulls, that’s a warning sign that 2026 could be choppier. Image: Carson Investment Research
S&P 500 Index Returns and Santa Claus Rally Santa Claus skipped Wall Street this year, and for the bulls, that’s often a warning the new year may bring choppier trading. Will this time be any different? Image: Carson Investment Research
The Santa Claus Rally – S&P 500 Index Returns A festive Santa Claus rally has often paved the way for a strong January and solid year ahead, leaving investors feeling like kids on Christmas Day! Image: Carson Investment Research
S&P 500 Returns During The Santa Claus Rally The Santa Claus Rally is the market’s year-end sweet spot, with U.S. stocks historically rising over the last five trading days of December and the first two of January. Since 1950, it has never posted losses three years in a row. Image: Carson Investment Research
Valuations and Peak of an Equities Rally Market participants are buzzing about an AI bubble with valuations sky-high. But ditching stocks now could mean missing the late-game rally—volatility shows we’re not in full-blown mania just yet. Image: Goldman Sachs Global Investment Research
Probability of S&P 500 Drawdown / Rally After a powerful rally, the S&P 500 looks stretched, and the odds of a near-term pullback—or at best, a sideways pause—are building. Image: Goldman Sachs Global Investment Research
S&P 500 Performance After >25% Rally in 100 Trading Days (Since 1950) Good news for bulls: since April’s low, the S&P 500 has risen over 25% in 100 trading days—a rare event. Historically since 1950, such rises have delivered positive 12-month returns 90.9% of the time, with a median gain of 13.2%. Image: Carson Investment…
Instances When S&P 500 Longer-Term Rally Stalls Historically, periods of strong annual stock gains of over 20% followed by short-term flat performance have often led to weaker returns in the following 3 to 6 months. Image: MarketDesk Research
S&P 500 Returns After a 1% or Greater Return on the First Day of the Santa Claus Rally Bulls are excited! Since 1969, each time the S&P 500 has gained 1% or more on the first day of the Santa Claus Rally, it has been positive 100% of the time during the full rally period,…
S&P 500 Performance After a Negative Santa Claus Rally and Negative First Five Days Historically, the combination of a negative Santa Claus rally and a negative first five days of a new year for the S&P 500 index has been associated with weaker returns for the rest of the year on average. Image: Carson Investment…
Bear Market Rally or New Bull Market? Most FMS investors do not think this is a new bull market. Image: BofA Global Fund Manager Survey