Search Results for: market cycle

Private Market vs. S&P 500 Performance in Fed Hiking and Cutting Cycles Will private markets continue to outperform public markets? Image: BofA Research Investment Committee

Market Bubble’s Life Cycle Is the equity market’s rise driven by mania? Image: TS Lombard

Secular Bull Market – Dow Jones Industrial Average and 30-Year Bond Cycles Chart suggesting a “new” secular bull market underway with the potential to last until 2034. Image: Fundstrat Global Advisors, LLC

Emerging Markets Monetary Policy vs. Economic Cycle (Leading Indicator) Chart suggesting that EM monetary policy easing is likely to increase economic activity in the coming months. Image: Topdown Charts

China Domestic Policy and Emerging Markets Growth Cycles Great chart suggesting that changes in China domestic policy have been a big driver of EM growth cycles. Image: Goldman Sachs Global Investment Research

Emerging Markets and Liquidity Cycles This chart shows that investing in emerging markets also requires an understanding of global liquidity cycles. Image: Fidelity Investments

U.S. Market/Business Cycle Historical Percentile Comparison: Today vs. 1998 & 2016 This great chart suggests that the current U.S. business cycle is in a typical late-cycle phase. Image: Pictet Asset Management

Markets Have Accurately Priced in Cuts before Easing Cycles Begin Orange lines mark days when markets priced in a rate cut. In recent history, it occurs between 33 and 281 business days before fed cut. The average is 120 business days. So, the Fed’s rate cut could take place in September 2019. You may also…

Cycle Composite for the S&P 500 While the market may face some choppiness in the near term, the Carson Cycle Composite’s prediction of a strong 2025 for U.S. stocks gives bulls reason for confidence. Image: Carson Investment Research

S&P 500 Index Returns Based on 4-Year Presidential Cycle Bulls have reason to be cheerful as post-election years tend to bring solid market gains. Since 1985, the S&P 500 has risen by an average of over 18% during these years, with positive results in nine out of ten cases. Image: Carson Investment Research

S&P 500 Performance per Year of a 4-Year Presidential Cycle The U.S. stock market typically outperforms in the first two years of a President’s second term compared to a new President’s term, suggesting a potentially strong year for stocks and giving bulls reason to smile. Image: Carson Investment Research