Median S&P 500 Returns After Buying S&P 500 10% Off Its High Long-term equity investors shouldn’t worry too much when the S&P 500 is 10% off its high. Image: Goldman Sachs Global Investment Research
Total Return of Various Assets around the Globe Should investors consider Chinese government bonds? Image: Gavekal, Macrobond
Bitcoin – S&P 500 Futures Correlation Bitcoin’s correlation with S&P 500 futures is growing Image: The Daily Shot
Tech Stocks – Top-10 Nasdaq Sell-Offs in January Is the Nasdaq sell-off overdone? Image: Numera Analytics
Consensus MSCI U.S. EPS Forecasts Consensus expects U.S. EPS growth at 7.5% this year. Image: BofA Global Investment Strategy
Recession – Length of Every U.S. Business Cycle If the next U.S. recession occurs in mid-2024, it will be the 8th longest cycle out of 35 since 1850s. Image: Deutsche Bank
U.S. Nominal GDP Recoveries Through Every Business Cycle The current U.S. nominal GDP recovery is one the quickest in history. Image: Deutsche Bank
Energy Sector Indexed Total Return and Brent Crude Oil 3-Year Forward The energy sector is expected to rise further this year. Image: Goldman Sachs Global Investment Research
Interest Rates – S&P 500 Index and Federal Reserve Bank Rate Hikes per Year Historically, if the U.S. economy isn’t in a recession, the S&P 500 tends to do well during Fed rate hikes. Image:…
S&P 500 Index and Trend Line Support A drawdown to the long-term trendline from the 2009 lows would be painful for U.S. equity investors. Image: Real Investment Advice
Valuation – MSCI U.S. Market Capitalization / U.S. M2 Money Supply Should investors take a cautious approach to the U.S. stock market? Image: Gavekal, Macrobond