S&P 500 Around U.S. Election Date Following the 2020 presidential election, the U.S. stock market exhibited robust growth. Can investors expect a similar trend after the 2024 election? Image: Deutsche Bank

Difference Between Realized and Consensus Estimate of S&P 500 EPS While S&P 500 companies continue to beat EPS estimates, indicating underlying strength, recent data suggests this trend is moderating compared to previous quarters Image: Goldman…

U.S. Equity Sentiment Conditions Index U.S. equity sentiment appears to be at relatively depressed levels heading into the 2024 U.S. presidential election, due to heightened uncertainty, market volatility, and concerns about potential policy shifts. Image:…

MSCI Cyclicals/Defensives Return During anticipated economic expansions, investors lean towards cyclical stocks for their growth potential, while defensive stocks serve as a buffer during economic downturns. Image: Goldman Sachs Global Investment Research

Total Equity Fund Flows Contrary to the usual caution observed in U.S. election years, 2024 has seen robust equity fund inflows, defying the typical pattern of investors waiting until after the elections. Image: Deutsche Bank…

Buybacks Over the past two decades, share repurchase programs have become increasingly popular among U.S. corporations, with the trend showing no signs of slowing down. Image: Goldman Sachs Global Investment Research

Contributions to Year-on-Year Headline CPI Inflation The combination of declining contributions from key sectors like shelter and transportation is expected to lead to a notable slowdown in U.S. headline CPI inflation, reaching 2.2% by the…

S&P 500 Market Concentration vs. 10-Year Annualized Forward Returns High concentration in the S&P 500 may boost short-term performance, but it often signals lower future returns, particularly during non-recessionary periods. Image: Goldman Sachs Global Investment…

U.S. Presidential Election Recent prediction market data indicates that the gap between Donald Trump and Vice President Kamala Harris in the 2024 U.S. presidential race is narrowing. Image: Bloomberg

S&P 500 3-Month Seasonality Returns Will the U.S. stock market keep investors smiling? The three-month period of November through January has traditionally been the strongest for U.S. stock market performance. Image: Carson Investment Research

S&P 500 Quarterly Operating Margin S&P 500 aggregate margins have reached a nine-quarter high, with further expansion expected in upcoming quarters, signaling a potentially positive profitability outlook. Image: Deutsche Bank Asset Allocation