Valuation – S&P 500 Normalized P/E Ratio At 22x, the S&P 500 is currently trading over 40% above the long-term average, which suggests that investors are willing to pay a premium for stocks in the…

A Typical 10%+ Selloff in the S&P 500 The speed and magnitude of a rally following a correction can vary. The recent rally in the S&P 500 has been faster than usual, which is indicative…

Distribution of S&P 500 12-Month Total Returns Goldman Sachs, in its base case scenario, expects the S&P 500 index to generate a total return of 6% in 2024, which is slightly below the average return…

Banks vs. S&P 500, Relative Price Performance U.S. banks are experiencing their lowest performance relative to the S&P 500 in the past 80 years. Image: BofA Global Investment Strategy

Is the Recovery in Equities Sustainable or Likely to Reverse Soon? A significant majority of JPM clients believe that the equity recovery will reverse soon, indicating caution and skepticism towards the sustainability of the current…

Annual Real S&P 500 Index and 3-Year Average Annual Return Reversion to the mean in investing is the idea that asset prices tend to return to their long-term average, making it a powerful force. Some…

S&P 500 First Year of a New President in Pre-Election Years Typically, during pre-election years under a new President, the S&P 500 tends to experience a robust market rally as the election year approaches. Image:…

S&P 500 Price Returns by Year of Presidential Cycle While the fourth year of the presidential cycle has historically been favorable for the U.S. stock market, it tends to have lower returns compared to the…

Possible Scenarios for the S&P 500 According to Goldman Sachs forecasts, there is a 25% probability that the S&P 500 index will reach 5,000 by the end of 2024. Image: Goldman Sachs Global Investment Research

Russell 2000 Returns After Last Rate Hike Should equity investors favor U.S. small-cap stocks following the last Fed rate hike? Image: BofA Global Investment Strategy

S&P 500 Performance When Up > 10% on Trading Day 218 When the S&P 500 is up more than 10% on the 218th trading day, a solid year-end rally is very likely. Image: Carson Investment…