S&P 500 Returns During Presidential Election Years Historically, the S&P 500 has gained an average of 12% in the year before a presidential election. Image: J.P. Morgan

S&P 500 Forward 10 Year Returns Charts suggesting that S&P 500 returns will be weak for the next 10 years. Image: Pervalle Global Click the Image to Enlarge

Central Bank Reserve Holdings of Gold For the first time since the end of WWII, central banks are increasing their holdings of gold to diversify their reserves away from the U.S. dollar, amid trade tensions.…

Commodities vs. Dow Jones Industrial Average Chart suggesting that commodities are very undervalued relative to the U.S. stock market. Image: Incrementum

Consensus EPS Growth Expectations Corporate earnings estimates get more optimistic for 2020. Image: Deutsche Bank Asset Allocation

U.S. Real GDP Forecast for 2019 and 2020 Wells Fargo does not yet see a recession in the U.S. and forecasts U.S. real GDP growth of 2.2% in 2019 and 1.7% in 2020 (as of…

S&P 500 Performance Comparison – January-October vs. November-December Historically, when the S&P 500 has gained 20% from the January to October, the November-December return has been positive. Image: Arbor Research & Trading LLC

Financial Conditions and Capital Expenditures Easier financial conditions don’t boost capex, amid the current uncertainty over tariffs and the slowdown in global economies. Image: Goldman Sachs Global Investment Research

S&P 500 All-Time Highs Today, S&P 500 jumps to record high on strong earnings. This chart shows S&P 500 all-time highs since 1982. Image: Ritholtz Wealth Management LLC.

Central Banks Balance Sheet Despite years of monetary policy easing, central banks are still missing their inflation goals. Image: Financial Times

MSCI Emerging Markets Seasonality Chart showing the MSCI EM seasonality chart since 1990. This is not a forecast. Image: Goldman Sachs Global Investment Research