S&P 500 Index – Best and Worst Days For the S&P 500, the best and worst days often land right next to each other. Miss the best sessions and you leave returns on the table, but dodging the sharpest selloffs does more for long‑term performance. Image: Real Investment Advice
S&P 500 Performance After Back-To-Back 3% Weekly Gains Another sign the bottom may be behind us: the S&P 500 has just posted back‑to‑back weekly gains of more than 3%. Since 1950, stocks have been higher a year later in 13 of 15 similar cases, averaging a 14.1% return. Image: Carson Investment Research
S&P 500 Seasonal Composite 4 Year Presidential Election Cycle The S&P 500 is following the familiar midterm‑year script, with gains often building into mid‑April before the market starts to lose momentum as the election comes into view. That midterm effect shows up almost every cycle. Image: Nautilus Research
Valuation – S&P 500 Forward P/E Valuations have cooled sharply: the Mag 7 now trades at 25 times forward earnings, down from January’s lofty 31. Still pricey, sure. But in today’s market, it’s the best game in town, especially next to the other 493 stocks. Image: Goldman Sachs Global Investment Research
EPS Revisions Upward EPS revisions across the S&P 500, the STOXX 600, and particularly MSCI EM, point to rising confidence in 2026 earnings, with momentum still leaning toward strength. Image: Goldman Sachs Global Investment Research
S&P 500 Index Yesterday, the S&P 500 rose 0.8% to close above 7,000, marking its first record since late January. The milestone underscores how tech stocks continue to power the broader rally. Image: Bloomberg
U.S. Economic Forecasts Deutsche Bank forecasts resilient US growth through 2026 and 2027, but expects core inflation to stay well above the Fed’s 2% target and unemployment at 4.4%. Resilient growth sounds good, but persistent inflation might complicate rate cuts. Image: Deutsche Bank
S&P 500 Median Forward Returns After 5+ Consecutive Weekly Declines Following five weeks of losses, the market’s rally fit the usual playbook. Dating back to 1965, periods like this have preceded a median 12.3% gain in the S&P 500 over the next 12 months. Image: Real Investment Advice
S&P 500 Four-Year Presidential Cycle Midterm election years tend to shake up U.S. markets, as policy risks and political noise rise before voters hit the polls. Uncertainty is the one asset every portfolio gets stuck with, and election season always adds more to the mix. Image: Carson Investment Research
U.S. ISM Services Prices Paid Index vs. U.S. CPI Inflation (Leading Indicator) The U.S. ISM Services Prices Paid Index tends to move ahead of U.S. CPI inflation by about three months, making it a useful guide to where consumer prices are headed. Image: Deutsche Bank
Sentiment – Risk Appetite and Expected U.S. Equity Market Performance After March’s flight to safety, April has seen U.S. equity fund managers tiptoe back into risk. But sentiment remains cautious, with market appetite still muted as the Middle East conflict keeps investors on edge. Image: S&P Global Market Intelligence