Search Results for: tightening

Fed Tightening and U.S. Recessions Should investors be worried when the Fed stops raising or cuts rates? Image: Goldman Sachs Global Investment Research

The Average Trajectory of the S&P 500 Before and After the First Fed Rate Hike over the Previous 10 Fed Tightening Cycles With rates rising rapidly, will the S&P 500 continue to rally? Image: J.P. Morgan

Median Sector Returns Across Tightening Cycles Historically, S&P 500 returns tend to be positive during tightening cycles. Image: MarketDesk Research

Asia Pacific EPS Growth Forecasts after the Fed Starts Tightening Equity markets in Asia tend to decline in the 12 months following the start of Fed tightening. Image: BofA Global Quantitative Strategy

Valuation – S&P 500 Forward P/E Multiple and First Hike of Fed Tightening Cycle Historically, the S&P 500 forward P/E remains flat in the 6 months before and after the start of the first Fed hike. Image: Goldman Sachs Global Investment Research

U.S. Dollar Broad Trade Weighted Index Surrounding FED Tightening Cycles Will the U.S. dollar weaken after the Fed starts tightening monetary policy? Image: Deutsche Bank

Average S&P 500 Performance in Fed Tightening Cycles Around 9 months after the first rate hike, the S&P 500 tends to be flat for over a year. Image: Deutsche Bank

Equity Returns During Previous 10 Tightening Cycles Will the U.S. stock market keep investors smiling? Equity returns tend to be positive during tightening cycles. Image: TS Lombard

High-Yield Option-Adjusted Spread and Banks Reporting Tightening C&L Loan Standards Banks are tightening lending standards amid uncertain economic outlook, while credit spreads have largely normalized. Image: Goldman Sachs Global Investment Research

Coronavirus – Tightening and Easing Restrictions in the U.S. Tightening restrictions are rising, as daily coronavirus cases spike in the U.S. Image: Goldman Sachs Global Investment Research

China Credit Impulse and Number of Central Banks Easing vs. Tightening Lead Global Manufacturing PMI This chart suggests that China credit impulse and the number of central banks easing vs. tightening lead global manufacturing PMI by 6 months. Credit impulse is the change in new credit issued as a percentage of GDP. Image: J.P. Morgan