Search Results for: recovery

S&P 500 Recovery Since The Financial Crisis The chart shows that the S&P 500 has outperformed its historical recoveries since 2009. Picture source: 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. Picture source: 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. Picture source: Absolute Strategy Research

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? Picture source: Oxford Economics, Macrobond

Earnings Estimate Progression The earnings recovery seems better than 2016. The Fed’s dovish pivot and low interest rates should continue to support the stock market. Picture source: Fidelity Investments