S&P 500 Growth/Value Ratio Will value stocks continue to outperform growth stocks? Image: The Daily Shot

U.S. 10-Year Real Rates vs. Relative Performance of Nasdaq 100 vs. S&P 500 Will the Nasdaq continue to underperform the S&P 500 as U.S. real rates rise? Image: BofA US Equity & Quant Strategy

S&P 500 Drawdown from 52-Week High and S&P 500 Performance 1-Year Later Historically, the S&P 500 has been positive one year after a 33% decline from 52-week high. Image: Charles Schwab

S&P 500 Price Return and USA Manheim Used Vehicle Prices As used-vehicle prices continue to decline, will the S&P 500 fall further? Image: Nordea and Macrobond

Behavior of the S&P 500 during Recent Fed Events Will the S&P 500 continue to dive at the next FOMC meeting? Image: Nomura

U.S. ISM Manufacturing Prices Paid vs. U.S. CPI Inflation (Leading Indicator) The U.S. ISM manufacturing prices paid index tends lead U.S. inflation by 3 months. Image: Macro Markets Daily

Fed – Length of Hiking Cycles Across Countries Will the U.S. hiking cycle be longer than expected? Image: Goldman Sachs Global Investment Research

Volatility – Number of Months with S&P 500 Up or Down at Least 7.5% Will S&P 500 volatility subside in 2023? Image: Goldman Sachs Global Investment Research

S&P 500 and Stocks Net EPS Revisions Macro headwinds suggest that the S&P 500 could fall further towards 3,200. Image: BCA Research

Hyperscaler Spending Growth – Capex and Buybacks The buyback slowdown is a strong indicator that hyperscalers are deferring short-term shareholder returns to channel capital into the rapid and large-scale build-out of AI infrastructure in 2025.…

S&P 500 Monthly Seasonality – Presidential Cycle Year 2 Will November be a good month for U.S. stocks? Image: BofA Global Research