Keyword: 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

U.S. National Housing Expansion Length The current recovery in housing is in its 9th year. How long will it last? Image: John Burns Real Estate Consulting

S&P 500 Buybacks Relative to Index Market Capitalization A recovery in corporate earnings could lead to a rebound in buybacks this year. Image: Gavekal, Macrobond

S&P 500 EPS Growth: 12-Month Leading Indicator The earnings growth leading indicator suggests a mild recovery of growth in 2020. Image: KKR Global Macro

Cyclicals to Defensive Stock Ratio and Treasury Bonds Market internals, the preference for large over small and quality over junk, suggest that the recovery will be modest. Image: Morgan Stanley Research

Global Economy – OECD Composite Leading Indicator (CLI) The OECD Composite Leading Indicator (CLI) is rising and suggests that a global economic recovery is underway. Image: Macrobond

FAANG Stocks Dominate Returns since 2010 This chart shows the importance of FAANG stocks to the post-crisis market recovery. Image: Financial Times