S&P 500 Index Returns in July Historically, July has shown strong performance in the U.S. stock market during its first half. The market often peaks on July 17, as investors take profits before the traditional summer slowdown. Image: Carson Investment Research
Valuation – S&P 500 NTM P/E Some investors are concerned about the current high valuation of the S&P 500, as historical patterns have shown that high valuations often lead to periods of subpar performance. Image: MarketDesk Research
Sector Composition of the S&P 500 by Equity Capitalization The market capitalization of sectors within the S&P 500 reflects the market’s changing landscape, driven by economic conditions and investor sentiment, leading to fluctuations in sector performance over time. Image: Goldman Sachs Global Investment Research
Where Do You See S&P 500 at Year End? Just 4.7% of JPM clients hold high expectations for the S&P 500 index, believing that it will surpass 6,000 by the end of 2024. This indicates a significant level of optimism regarding the future performance of the stock market. Image: J.P. Morgan
S&P 500 Short Interest The low average short interest level of the S&P 500 indicates that market participants are generally optimistic or not strongly bearish about the future performance of the S&P 500. Image: J.P. Morgan
MSCI World Value vs. Growth Given the current market dynamics, will the outperformance of growth stocks over value stocks be reversed in the future, with value stocks potentially taking the lead? Image: Goldman Sachs Global Investment Research
Buybacks – S&P 500 Companies in Blackout Period After the blackout period for stock buybacks ends, many U.S. companies may resume buyback activity, which has the potential to significantly influence stock performance and market dynamics. Image: Deutsche Bank Asset Allocation
Sell In May? Various S&P 500 Index 6-Month Returns Despite the historical tendency for weaker performance, there is still potential for stock market gains during the next 6 months, which are typically considered the weakest period. Image: Carson Investment Research
Average Net Worth per U.S. Household The net worth of U.S. households has reached new highs, reflecting the ongoing strength of the U.S. economy and the robust performance of financial markets. Image: BofA Global Research
Asset Class Returns The dominance of U.S. large-cap stocks persists, with a strong return of 10.6% in Q1, outperforming other asset classes. This performance underscores the resilience and strength of the U.S. stock market. Image: J.P. Morgan Asset Management