S&P 500 Index Returns the Following Year After a New Democratic President Takes Office It’s officially a blue wave. Historically, the S&P 500 tends to do well under new Democratic presidents. Image: LPL Research
S&P 500 Before and After ISM Hits 60 Historically, a 60 reading on the ISM is not very bullish for the S&P 500. Image: Nordea and Macrobond
Small Cap Stocks – Russell 2000 Total Return Bases on President/Congress Since 1979 Historically, small caps’ highest average returns have been in period of Democratic President with a Democratic Congress. Image: BofA US Equity & Quant Strategy
Performance Small-Cap Stocks – Russell 2000 vs. S&P 500 Relative Total Returns Based on President/Congress Since 1979 Historically, small cap stocks have outperformed large cap stocks in periods of a Democratic President and Democratic Congress. Image: BofA US Equity & Quant Strategy
U.S. Dollar and U.S. Equity Relative to Developed Non-U.S. Historically, the U.S. dollar’s weakness has coincided with the outperformance of non-U.S. stocks relative to U.S. stocks. Image: Financial Times
Seasonality – S&P 500 Performance in Last 10 Trading Days of a Year: 1945 – 2020 Historically, the last 10 trading days of the year tend to be positive for the U.S. stock market. Image: Bespoke Investment Group
Bank Stock Performance During Previous Recessions Historically, bank stocks tend to outperform the S&P 500 in the year following a recession. Image: BofA Global Research
Coronavirus – Estimated Total Deaths by Pandemic as a Percentage of the Global Population at the Time This chart shows how the COVID-19 pandemic compares historically with other pandemics. Image: Deutsche Bank
S&P 500 Index – Returns 1 Year and 2 Years After 30% or Greater Decline in Stocks Historically, the S&P 500 Index tends to add gains after the initial rise. Image: LPL Research
Equities – U.S. Large-Cap Stock Equal Weight/Market-Cap Weight Ratio Historically, when the equal-weighted index reverses and outperforms like today, it tends to be a good time to buy stocks. Image: Bloomberg
Inflation and Real Total Returns – S&P 500, 60/40 Portofolio and U.S. 10-Year Bonds Historically, equities have generated the highest annualized returns in periods when inflation is below 1% and rising. Image: Goldman Sachs Global Investment Research