Total Real Return of $1000 Investment with Dollar Cost Average vs. S&P 500 Valuations Diversification does not always work and valuations matter. The S&P 500 can take a very long time to recover from a…
Drawdowns – Average and Median Percent Change to the Current Month’s Low from the Prior Month’s High in Presidential Cycle Year 1 Drawdowns happen all the time. But historically, October has the most severe S&P…
MSCI World Value Index/MSCI World Growth Index vs. Global Agg. Treasuries Index, Yield to Worst Value should outperform Growth and follow the rise in global rates. Image: Morgan Stanley Wealth Management
6-Month or Greater Win Streaks for the S&P 500 Index 6-month win streaks for the U.S. stock market are quite rare. Can the S&P 500 keep rising after the near 5% correction last month? Image:…
Oil and Gas – Commodity Price Forecasts BofA expects Brent crude oil prices to reach $100/bbl in September 2022. Image: BofA Global Research
ISM New Orders Index and U.S. 10-Year Treasury Yield (Leading Indicator) The U.S. 10-year Treasury yield (24-month change) tends lead ISM new orders by 18 months. Image: Trahan Macro Research
Copper YoY Change vs. ISM New Orders YoY Change ISM new orders trends point to a decline in copper prices. Image: BofA Global Investment Strategy
Commodity Index vs. Russell 1000 Value Index/Russell Growth Index Value should outperform Growth as commodity prices are rising rapidly. Image: Morgan Stanley Wealth Management
U.S. Dollar Smile: Dollar Appreciation and Depreciation A global synchronized slowdown tends to coincide with a stronger U.S. dollar. Image: Nordea and Macrobond
Equity Returns During Previous 10 Tightening Cycles Will the U.S. stock market keep investors smiling? Equity returns tend to be positive during tightening cycles. Image: TS Lombard
S&P 500 Index Monthly Performance in October In October, U.S. stocks tend to perform better in odd years than in even years, as odd years avoid elections and midterms. Image: LPL Research