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…

Seasonality – S&P 500 Cycle Composite for 2026 The S&P 500 Cycle Composite is flagging 2026 as a bullish but choppy year, and for now, the market is playing along with that seasonal script. Image: Ned Davis Research

Average S&P 500 Performance Around Bear Markets and Corrections U.S. stocks have a history of pushing higher toward bull market peaks before eventually pulling back. In such periods, corrections tend to be brief, with rebounds coming faster than during deeper bear cycles. Image: Goldman Sachs Global Investment Research

S&P 500 Index Returns Based on 4-Year Presidential Cycle Midterm election years rarely bring comfort to investors, but history still leans bullish. U.S. stocks tend to outperform in a President’s second term, as many view market dips as buying opportunities before the usual third-year rally. Image: Carson Investment Research