Nasdaq 100 Seasonality Historically, July tends to be a good month for the Nasdaq 100 index, with seasonal patterns showing positive performance. Image: Goldman Sachs Global Investment Research

U.S. Yield Curve – Which Yield Spread Matters? An inverted yield curve, which has preceded every U.S. recession over the past 50 years, is something that investors should care about. Image: Real Investment Advice

Structural Bull and Bear Markets Structural bear markets can be very painful for investors, as they can lead to prolonged periods of market decline and economic hardship. Image: Morgan Stanley Wealth Management

UK Equities Flows UK equities continue to experience outflows. Image: BofA Global Investment Strategy

Earnings – S&P 500 Trailing EPS vs. CPI Periods of high inflation can be harmful to earnings. Image: Morgan Stanley Research

S&P 500 Returns When >10% at the End of June When the previous year is negative, a strong performance of the S&P 500 in the first half of the year typically results in a solid…

S&P 500 Monthly Performance the Past 10 Years Looking at the past 10 years, the S&P 500 has been up in July 90% of the time. Image: Carson Investment Research

S&P 500 Index and Margin Debt Can the YoY change in margin debt be interpreted as a positive sign for the S&P 500? Image: Morgan Stanley Wealth Management

Recession – Diffusion Index of Every Possible Yield Curve Inversion The increasing number of inverted yield curves is a negative sign, but does not necessarily mean that a recession is imminent. Image: Macrobond

S&P 500 Index and Forward 12-Month Earnings Per Share The S&P 500 Index always follows earnings. Image: Morgan Stanley Wealth Management

Global Central Bank Rate Cuts vs. Hikes Since the beginning of the year, there have been more global rate hikes than global rate cuts. Image: BofA Global Credit Research