Longest Economic Expansion in U.S. History

Longest Economic Expansion in U.S. History Since the Great Recession, the U.S. economy has grown for 121 consecutive months. This is the longest economic expansion in American history. You may also like “Strength of Economic Expansions.” Image: Ryan Detrick, LPL Financial LLC

Strength of Economic Expansions

Strength of Economic Expansions The current business cycle is the longest expansion, but it’s also the weakest. Picture Source: ClearBridge Investments

U.S. Expansions and Recessions

U.S. Expansions and Recessions The coronavirus recession lasted only two months, which is by far the shortest U.S. recession on record. Image: Oxford Economics

U.S. Federal Deficit and Balance Sheet Expansion

U.S. Federal Deficit and Balance Sheet Expansion Is the U.S. fiscal and monetary policy response to the COVID-19 crisis appropriate to ensure continued economic growth? Image: Deutsche Bank

Weaker Wage Growth in the Current Expansion

Weaker Wage Growth in the Current Expansion Interesting chart showing that wage growth is much weaker than it was in the late 1990s. Image: Economic Policy Institute

Economic Impact of U.S. Recessions

Economic Impact of U.S. Recessions This chart shows that the economic impact of most U.S. recessions is relatively small. The average expansion increased GDP by +24% vs. S&P 500 +117%, and the average recession reduced GDP by less than 2% vs. S&P 500 +3%. The average expansion is 67 months and the average recession is…

S&P 500 Target

S&P 500 Target Based on projected U.S. economic expansion and strong earnings growth, Goldman Sachs expects the S&P 500 to reach 6,500 by late 2025. Image: Goldman Sachs Global Investment Research

U.S. Equity EPS Growth Expectations

U.S. Equity EPS Growth Expectations U.S. equity EPS growth expectations are particularly strong, with analysts projecting double-digit growth in both 2025 and 2026, driven by economic expansion and technological advancements. Image: TS Lombard

MSCI Cyclicals/Defensives Return

MSCI Cyclicals/Defensives Return During anticipated economic expansions, investors lean towards cyclical stocks for their growth potential, while defensive stocks serve as a buffer during economic downturns. Image: Goldman Sachs Global Investment Research

Inflation – U.S. CPI Forecasts

Inflation – U.S. CPI Forecasts With inflation high, the Fed’s interest rate cut decisions require a delicate balance between price stability, economic expansion and employment support. Image: BofA Global Investment Strategy