S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle The first quarter of the first year in a presidential cycle often exhibits a sluggish performance for the S&P 500. As the year progresses, however, there is a tendency for the market to regain strength, ultimately delivering a solid performance. Image: Carson Investment Research
Asset Class Annualized Real Returns Since 1900 Since 1900, U.S. equities have delivered an annualized real return of 6.7%, highlighting their importance in long-term investment strategies and offering strong returns compared to other asset classes over the past century. Image: J.P. Morgan Asset Management
Sector ETF Flows In 2024, the financial sector ETF (XLF) saw substantial inflows, making it the leading performer in attracting new capital, while the energy sector ETF (XLE) experienced significant outflows, ranking it as the worst performer. Image: GS Global Banking and Markets
Total Known Gold ETF Holdings The trend of selling gold-backed ETFs amid rising prices and easing monetary policy highlights a significant shift in investor strategy, potentially towards other asset classes. Image: Bloomberg
ISABELNET Cartoon of the Day Bears may be essential for keeping bulls in check, but let’s be honest: they’re just jealous they can’t join the party when the market is on a roll! Happy Friday, Everyone! 😎
Euro to U.S. Dollar (EUR/USD) The euro has dropped to a two-year low against the dollar due to concerns over a weak European economy, exacerbated by U.S. tariffs and anticipated interest rate cuts by the European Central Bank amid political instability. Image: Bloomberg
Survey – Where Do You Expect 10-Year U.S. Treasury Yields to Be One Year from Now? The average yield for the 10-year U.S. Treasury is projected to be around 4.2%, with only 4% of respondents believing that yields will exceed 5% by the end of 2025. Image: Deutsche Bank
S&P 500 Earnings and Estimates While earnings growth projections for 2025 are optimistic, they must be assessed in the context of current high valuations and market concentration, highlighting the need for investor vigilance. Image: Real Investment Advice
S&P 500 Intra-Year Declines vs. Calendar Year Returns The S&P 500’s performance in 2024 reflects strong investor sentiment and a favorable economic backdrop, positioning it well for potential future growth despite looming uncertainties regarding inflation and geopolitical risks. Image: J.P. Morgan Asset Management
Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM January has historically seen increased investor activity in equity markets, resulting in strong inflows, as the start of a new year often inspires renewed investment strategies and goals. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day New Year’s Resolution: Will you follow the bull or the bear? As we enter the new year, it’s crucial to establish a clear investment strategy, no matter if you’re feeling bullish or bearish. Happy Investing in 2025, Everyone! 😎