Category: Blog

S&P 500 EPS Growth and Price Performance 2021 will be remembered as a year of strong earnings growth and S&P500 returns. Image: Richardson Wealth

Probability of U.S. Recession in the Next 12 Months and 24 Months The probability of a U.S. recession in the next 24 months is increasing. Image: J.P. Morgan

Seasonality – S&P 500 Value vs. Growth (Monthly Average Returns) Historically, returns for Value vs. Growth tend to be negative in February. Image: Topdown Charts

Total Debt vs. U.S. GDP vs. Monetary Velocity The rise in debt has coincided with a collapse in M2 velocity. Image: Real Investment Advice

Cumulative Performance of MSCI World Around Hiking Cycles Historically, global equity markets have performed well during hiking cycles. Image: J.P. Morgan

Interest Rates and Commodity Prices Commodity prices and interest rates have an inverse relationship. Is the commodity run over? Image: Real Investment Advice

U.S. Population Who Is Retired The coronavirus pandemic is pushing more Americans into retirement. Image: BCA Research

U.S. Equities – Seasonality and Presidential Cycle Year 1 Will February 2022 be a challenging month for U.S. equities? Image: True Insights

S&P 500 Median Earnings Beat The earnings beat for the median S&P 500 company remains above the historical average. Image: Deutsche Bank Asset Allocation

U.S. Household Debt Outstanding as a Percentage of Annual Nominal GDP U.S. household debt as a percentage of nominal GDP remains stable. Image: Goldman Sachs Global Investment Research

U.S. Dollar Index vs. Commodities A strong U.S. dollar tends to be bearish for commodities. Image: Real Investment Advice