% Positive All Commodities Commodities are back in a big way. The % of commodities producing positive year-over-year returns has jumped to 55%. Image: Arbor Research & Trading LLC

S&P 500 Total Returns in Years After 30%-plus Gains Since 1950, when the S&P 500 Total Return has been up more than 30%, it was up nearly 15% on average in the following year and…

S&P 500 Valuation Ranking On a P/E basis, the S&P 500 Index is now valued at the 88th percentile vs. 28th percentile a year ago. Image: Fidelity Investments

U.S. Election – Presidential Cycle and Average S&P 500 Return since 1872 Since 1872, the S&P500 index has averaged 6.2% during an election year, and 9.6% on average if a Republican wins. Image: Jefferies

U.S. Recession Probability Based on 29 Macro and Market Factors The U.S. recession probability is still below its average 6 months prior to the past 9 recessions. Image: Pictet Asset Management

Cash – Banknotes and Coins in Circulation as a Percentage of GDP This chart suggests that negative interest rates can increase the demand for cash. Image: Deutsche Bank Global Research

Five Key Causes of U.S. Recessions Since WW1 This great table highlights the key contributors to the 18 official U.S. recessions over the last 100 years. Image: Goldman Sachs Global Investment Research

Months Since Last U.S. Recession and Business Cycles The U.S. economy has experienced record growth for 127 consecutive months. This is the longest period on record. Image: Danske Bank Research, Mikael Olai Milhøj

S&P 500 Total Return Decomposition by Sector Financials is the only sector that has experienced multiple contraction for the past decade. Image: BofA US Equity & Quant Strategy

Percentage of Markets with Positive Return in Year Two Historically, markets have generally finished higher in year two given above-average return in year one. Image: J.P. Morgan

Gold and U.S. 10 Year Real Rate During the next recession, when fear skyrockets, gold could outperform rates. Image: Goldman Sachs Global Investment Research