Average S&P 500 Performance During Corrections In bear markets, sharp rallies are common but rarely signal a true bottom, as the primary downtrend tends to reassert itself afterward. Many investors believe the direction of U.S.…
Median Non-Farm Payrolls in the 12 Months Before and After the Start of a U.S. Recession Consistently adding more than 100,000 payroll jobs each month is considered a vital cushion against recession worries. Continued growth…
Bear Market Rallies Since 1980, global bear market rallies have averaged 44 days with 14% gains. Prices have already rebounded 18% from the April 7 low. For a sustained recovery, a stronger economic outlook and…
Proportion of S&P 500 Firms Mentioning Recession during Quarterly Earnings Calls The proportion of S&P 500 firms mentioning “recession” in their earnings calls has risen sharply to 24%, signaling growing worries about an economic slowdown…
Proportion of S&P 500 Beating Earnings Estimate The proportion of U.S. companies exceeding earnings estimates remained above the historical average in Q1 2025, reflecting ongoing earnings resilience. Image: Deutsche Bank Asset Allocation
Share of S&P 500 Compagnies Providing Forward Earnings Guidance During Reporting Season The trend of fewer S&P 500 companies providing forward guidance is likely to persist as long as macroeconomic and policy uncertainties remain elevated.…
S&P 500 Consecutive Days of Gains Although there are valid reasons for caution, the U.S. stock rebound is driven by strong momentum. Historically, momentum-driven rallies tend to persist longer than expected, even during major macroeconomic…
Valuation – The Buffett Indicator Although the Buffett Indicator has fallen from record highs, making U.S. stocks appear more attractive, it still sits well above its historical average and past market lows. Image: Bloomberg
S&P 500 Performance Recovering 50% of Bear Market With the S&P 500 regaining half of its near-bear market losses in 2025, history strongly suggests that the lows may already be behind us. Since 1950, the…
ISABELNET Cartoon of the Day After the S&P 500’s 2.92% rise last week, bulls are ready to party, but bears insist it’s too soon to celebrate-a bear market rally might crash the party! Have a…
Median S&P 500 Performance During 10% Corrections If there is no recession, U.S. stocks tend to do well after market corrections, often rebounding strongly and offering attractive returns to investors who stay the course. Image:…