Search Results for: recovery

Historic U.S. Bear Market This chart shows the S&P 500 drop from peak and recovery until next peak. Image: Macrobond Financial

Bear Market Recoveries This table shows all the bear markets since 1950 and the length of recovery. Image: LPL Research

Global Real GDP Growth According to Morgan Stanley, the recovery is just being delayed and the second scenario appears the most likely: escalation and more disruption in the second quarter, and the virus peaks in May. Image: Morgan Stanley Research

The Four Business Cycle Phases This chart explains the four cycle phases; expansion, downturn, repair, and recovery. Image: Morgan Stanley Research

U.S. National Housing Expansion Length The current recovery in housing is in its 9th year. How long will it last? Image: John Burns Real Estate Consulting

S&P 500 Buybacks Relative to Index Market Capitalization A recovery in corporate earnings could lead to a rebound in buybacks this year. Image: Gavekal, Macrobond

Cyclicals to Defensive Stock Ratio and Treasury Bonds Market internals, the preference for large over small and quality over junk, suggest that the recovery will be modest. Image: Morgan Stanley Research

Global Economy – OECD Composite Leading Indicator (CLI) The OECD Composite Leading Indicator (CLI) is rising and suggests that a global economic recovery is underway. Image: Macrobond

FAANG Stocks Dominate Returns since 2010 This chart shows the importance of FAANG stocks to the post-crisis market recovery. Image: Financial Times

U.S. Corporate Profits vs. Assets U.S. corporate profits are near 20-year lows relative to fixed assets. The alternative to a recovery in corporate profits is the increasing risk of recession. Image: BofA Global Research

Number of Countries in Each Cycle Stage Chart suggesting that the global synchronised slowdown is over. According to the OECD leading indicators, the number of countries in recovery is rising. Image: TS Lombard