U.S. Elections and S&P 500 Average 3-Month Forward Return from August 1st During Election Years The S&P 500 tends to see worse-than-average performance leading up to U.S. elections. Image: Morgan Stanley Research
Next Twelve Months P/E: Mega-Cap Growth Stocks vs. S&P 500 ex Mega-Cap Growth The outperformance of mega-cap growth stocks is similar with forward multiples. Image: Deutsche Bank Asset Allocation
Mega-Cap Growth Stocks vs. S&P 500 This chart highlights the outperformance YTD of mega-cap growth stocks vs. the S&P 500. Image: Deutsche Bank Asset Allocation
S&P 500: FAAMG vs. Remaining 495 Companies Will FAAMG’s outperformance persist in a stagflation environment? Image: Goldman Sachs Global Investment Research
S&P 500 vs. U.S. High Yield/High Grade and Large Cap Growth to Small Cap Value Charts suggesting that new highs in stocks need high yield outperformance and sustained rotation from large cap growth to small cap value. Image: BofA Global Investment Strategy
Conference Board Leading Economic Index (LEI) and S&P 500 This chart suggests that the Conference Board Leading Economic Index doesn’t lead the S&P 500 price performance. Image: Charles Schwab
S&P 500 Around Emergency Fed Rate Cuts In recent history, the performance of the S&P 500 has been mixed after emergency Fed rate cuts. Image: Nordea and Macrobond
S&P 500 Price Returns Relative to Onset of Next U.S. Recession The performance of the S&P 500 has generally been positive until six months prior to a recession. Image: Investment Strategy Group, Bloomberg
Earnings Growth vs. the S&P 500 Could the S&P 500 continue to outpace the poor earnings performance? Image: CNBC
S&P 500 Total Return, Adjusted for Inflation, in Three Years After Initial Election The stock market performance, adjusted for inflation, in first three years since Trump’s election is quite good. Image: Bloomberg