Seasonality – S&P 500 Index Returns in December Bulls are buzzing with excitement again! While December is typically strong for U.S. stocks, the best may be yet to come, as the majority of gains usually occur in the month’s second half. Image: Carson Investment Research
One Year S&P 500 Returns Post the Election Date Since 1960, the S&P 500 has shown a tendency for positive returns in the year following U.S. elections—proving that while politicians may change, the stock market still prefers to keep its party hat on! Image: Societe Generale Cross Asset Research
ETF Assets Leveraged Long/Short Products Ratio With leveraged long ETFs leaving inverse products in the dust, market’s optimism is so contagious that bears are considering a career change! Image: Bloomberg
Arithmetic Average Annual Real Return of S&P 500 over Different Periods U.S. equity investors often look to long-term historical stock market returns as a benchmark, wondering if current returns will revert to their historical averages. Image: Real Investment Advice
S&P 500 Returns Final Six Months When Up >10% at Midpoint of Year Bulls are smiling again, as December has been the cheerleader of the U.S. stock market since WWII—always positive in election years when the S&P 500 is up 10% or more at the midpoint! Image: Carson Investment Research
U.S. Economic Forecasts Deutsche Bank’s baseline forecast depicts a U.S. economy maintaining robust growth, with inflation gradually approaching the Fed’s 2% target and unemployment declining by the end of 2026. Image: Deutsche Bank
ISABELNET Cartoon of the Day In a bull market, asking a bear how to make more money is like asking a cat to take a bath—neither is likely to cooperate, especially with the U.S. stock market hitting record highs! Have a Great Day, Everyone! 😎
S&P 500 Ratio to Stoxx 600 The S&P 500’s performance relative to the Stoxx 600 has hit the upper limit of its long-term channel. While U.S. equities may continue to lead due to strong growth potential, economic shifts could alter this trend. Image: Deutsche Bank
Interest Rates – Expectations for the Fed’s Policy Rate Path Morgan Stanley expects more Fed rate cuts in the first half of 2025 than markets currently price in, as the impact of tariffs will likely hit the U.S. economy, despite inflationary risks. Image: Morgan Stanley Research
Asset Manager Net Positioning Asset managers are so optimistic, they’re buying stocks like it’s Black Friday and every deal is a steal! This behavior raises concerns about excessive optimism and indicates a potentially overheated market. Image: MarketDesk Investment Committee Handbook
Share of U.S. Equity Mutual Fund and ETF AUM Passive U.S. equity funds surpassed active ones in 2020. Investors prefer them due to their lower fees, potential tax benefits, and the belief that active fund managers cannot consistently outperform the market. Image: Goldman Sachs Global Investment Research