Search Results for: recovery

U.S. ISM Recovery and Returns: Recession vs. No Recession After a recession, U.S. equities tend to perform well during ISM recoveries. Image: Goldman Sachs Global Investment Research

S&P 500 Recovery Since The Financial Crisis The chart shows that the S&P 500 has outperformed its historical recoveries since 2009. Image: Goldman Sachs Global Investment Research

Second-half Recovery in Growth? Better economic data could extend the business cycle. Currently, G7 & BRIC leading indicators remain encouraging and suggest no imminent recession. Image: Richardson GMP

Global Equities Are Pricing In A Global Recovery This chart shows that global equities tend to move ahead of changes in world trade volumes, with a two-month lag.  Global equities are pricing in a global recovery, not global trade wars. Image: Absolute Strategy Research

Goldman Sachs Risk Appetite Momentum Indicator The Goldman Sachs risk appetite momentum indicator is at historical highs, on growing trade optimism and expectations of a global economic recovery. Image: Goldman Sachs Global Investment Research

U.S. Dollar and Growth in the Rest of the World vs. U.S. GDP Growth Chart suggesting that the U.S. dollar could weaken in a scenario of a global economy recovery. Image: Morgan Stanley Research

Earnings Estimate Progression The consensus growth estimate for Q3 earnings stands at -3.2%, but the earnings recovery seems better than 2016. The Fed’s dovish pivot and low interest rates should continue to support the U.S. stock market. Image: Fidelity Investments

U.S. Excess Liquidity Growth Leads S&P 500 Returns This chart suggests that M2 money supply to nominal GDP ratio leads S&P 500 returns by one year. Is the S&P 500 vulnerable to a drop, followed by a recovery? Image: Oxford Economics, Macrobond