Category: Blog

S&P 500 Return – Longest Bull Markets Ever Chart showing the longest equity bull markets ever. October 9, 2019 was the bottom in 2002 and peak in 2007. Image: Ryan Detrick, LPL Financial LLC

Inequality – U.S. Gini Coefficient for Households U.S. inequality reached highest level since 1967. Gini coefficient: 0 equals perfect equality, while 1 equals perfect inequality. Image: Deutsche Bank Global Research

EPS Growth Over Time This chart shows that negative EPS growth doesn’t always mean a recession is coming. Image: Goldman Sachs Global Investment Research

Historical Asset Performance At Turning Points in the Business Cycle Equity volatility is expected to increase over the next 12 months, as recession fears increase. Image: Wells Fargo Investment Institute

Where Has Job Growth Come from Since 2009? From a bachelor’s degree (58 millions), some college (37 millions) and high school graduates (36 millions). Actually, this interesting chart shows the importance of education in finding a job. Picture Source: Bianco Research

Growth Over U.S. Presidential Terms Since 1960, the U.S. economy has grown faster in the fourth year of the president’s term. Image: ANZ Research

10Y-2Y Yield Curve Inversion vs. S&P 500 Peaks Chart suggesting that the S&P 500 Index should not peak until June 2020. In recent history, the S&P 500 Index peaks 10 months on average after the 10Y-2Y yield curve inverts. Image: Jeroen Blokland

U.S. Rate-Cut Cycles and the U.S. Dollar The U.S. dollar has weakened only once, over the past four U.S. rate-cut cycles. Image: T. Rowe Price

Inequality – U.S. Wage Levels and Real GDP Growth Wage levels in the United States have barely budged in decades and have clearly not kept pace with economic growth. Image: Financial Times

Inflation, Hard Data and Soft Data Hard data are back above long-run averages. But the chart clearly shows the divergence between hard data and soft data. Image: Arbor Research & Trading LLC

S&P 500 Average Performance – Presidential Election Years and Incumbent Party Outcome The S&P 500 performance 90 days before the U.S. Presidential election is very accurate in predicting the election winner. If the S&P 500 is up in the 90 days leading to election day, the incumbent party usually wins. This is true for 90%…