Average S&P 500 Performance in Fed Tightening Cycles
Average S&P 500 Performance in Fed Tightening Cycles S&P 500 weakness tends to materialise 9-10 months after the first Fed rate hike and tends to last a year. Image: Deutsche Bank
Average S&P 500 Performance in Fed Tightening Cycles S&P 500 weakness tends to materialise 9-10 months after the first Fed rate hike and tends to last a year. Image: Deutsche Bank
Fed Tightening and Total Credit Growth Fed tightening monetary policy does not bode well for credit growth. Image: Gavekal, Macrobond
Fed Tightening Cycles vs. U.S. Inflation Expectations Should investors brace for a hard landing? Image: Goldman Sachs Global Investment Research
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
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
S&P 500 Around the End of Fed Tightening As the chart shows, the S&P 500 has performed well on average, around the end of Fed tightening. You may also like “S&P 500 Performance Around Previous Fed Cuts.” Image: Morphic Asset Management Pty Ltd
Every Fed Tightening Cycle Has Preceded a Slowdown in the ISM Manufacturing Index Since 1950, pullbacks in the ISM Manufacturing Index has coincided with a recession or market selloff, except in 1995. Image: U.S. Global Investors
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