S&P 500 Returns Around the End of Fed Hiking Cycles

S&P 500 Returns Around the End of Fed Hiking Cycles In recent history, U.S. stocks tend to rally if there is no recession following the end of Fed hiking cycles. Image: Goldman Sachs Global Investment Research

Dividend Yield

Dividend Yield Global ex-U.S. equities continue to offer higher dividend yields than U.S. equities. Image: Topdown Charts

Deposits, All Commercial Banks

Deposits, All Commercial Banks Will U.S. banks continue to experience a decline in deposits. Image: The Daily Shot

Bank Cash As a Share of Total Assets

Bank Cash As a Share of Total Assets U.S. banks have plenty of cash on hand and most banks are in very good shape. Image: Gavekal, Macrobond

LEI 6-Month ROC vs. S&P 500 EPS Annual % Change

LEI 6-Month ROC vs. S&P 500 EPS Annual % Change The 6-month annual rate of change of the Leading Economic Index is highly correlated with S&P 500 earnings growth. Should U.S. equity investors remain cautious? Image: Real Investment Advice