Returns a Year Off the Lows for the S&P 500 Index Based on the 4-Year Presidential Cycle Historically, U.S. stocks have shown an average increase of 32.3% a year after a midterm year low. Image: Carson Investment Research
Volatility – VIX/MOVE Ratio The VIX/MOVE ratio is still falling. Image: The Daily Shot
Investor Sentiment – Fear & Frenzy Index Investor sentiment remains overly optimistic. Is it time to be cautious? Image: True Insights
S&P 500 Earnings Revision Sentiment and Returns There is generally a good correlation between S&P 500 earnings revision sentiment and returns. Image: Goldman Sachs Global Investment Research
Performance – S&P 500 Tech Relative Can investors expect the outperformance of tech stocks relative to the S&P 500 to continue? Image: J.P. Morgan
S&P 500 Performance Around Recessions In the year preceding a U.S. recession, the average performance of the S&P 500 is historically flat. Image: Deutsche Bank
U.S. Federal Government Fiscal Balance Running deficits over an extended period of time is not a sustainable fiscal policy. Image: BofA Global Investment Strategy
Return – U.S. Corporate Bonds Corporate bonds have produced low annualized returns over the past 10 years. Image: BofA Global Investment Strategy
Share of S&P 500 Returns Attribuable to the Top 10 Contributors 10 stocks account for 82% of the S&P 500’s year-to-date return as of June 29. Image: Goldman Sachs Global Investment Research
S&P 500 Total Return Attribution Historically, a strong performance of the S&P 500 in H1 could suggest a potential for further gains in H2. Image: The Daily Shot
S&P 500 Performance the First Six Months of the Year and What Happened Next Historically, a strong performance of the S&P 500 in the first half of the year tends to lead to further gains in the second half. Image: Carson Investment Research