S&P 500 Total Return Change During Economic Expansions The current business cycle is the longest and weakest expansion. The next downturn could hit the U.S. stock market much harder than the economy. Image: Irrelevant Investor LLC
Returns Under Various Presidents since the Inception of the Dow Jones For President Trump, the stock market is a scorecard. This spreadsheet shows the Dow Jones performance across different presidencies since 1896. Image: Ryan Detrick, LPL Financial LLC
First, Middle, Final Years of S&P 500 Bull Markets since 1975 The chart shows that the S&P 500 has generated a 26.9% return on average, in the final years of bull markets since 1975, excluding the current bull market. You may also like “Equity Market Performance Around Bear Markets.” Image: Legg Mason
S&P 500 Index Returns After Fed Rate Cuts Near New Highs The adage of “don’t fight the Fed” may be too simplistic, but usually, the market doesn’t care too much about other things, as long as the Fed stays dovish. Image: LPL Research
S&P 500 PE Level vs. Average 12-month Return The chart shows how market valuation affects future equity returns since 1930. You may also like “Why the Stock Market Valuation Matters Before a Recession?“ Image: Richardson Wealth
U.S. Equity Market Performance since 1914 Excellent comparison between real (adjusted for inflation) and nominal returns on U.S. equities. Image: Saxo Bank
Equity Market Performance Around Bear Markets Interesting chart showing the average return before and after equity market peaks from 1945 to 2018. You may also like “First, Middle, Final Years of S&P 500 Bull Markets since 1975.” Image: J.P. Morgan Asset Management
S&P 500 Cash Return Yield by Sector and Region Currently, the S&P 500 cash return yield (buybacks + dividends) is 5.2%, the highest since 2011. That’s much more than Europe, Japan and emerging markets. Image: Fundstrat Global Advisors, LLC
China – Equity Returns and Money Supply This chart shows the relationship between M2 money supply and China’s stock market since 2003. Image: Jeroen Blokland
Lower Returns for Stocks in the Next 12 Months? Morgan Stanley’s cyclical indicator is flagging “downturn.” The yield curve’s slope, debt issuance, consumer confidence, economic and financial markets data are aggregated in Morgan Stanley’s cyclical indicator. The entry into the “downturn” phase suggests lower returns for stocks and risky assets in the next 12 months. Image:…