Search Results for: S&P 500 cycle

S&P 500 Around the Start of Fed Rate Hike Cycle Will the S&P 500 generate positive returns during the Fed’s hiking cycle? Image: Goldman Sachs Global Investment Research

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

S&P 500 Corrections and 1-Year Performance Following Correction by Presidential Cycle Is the S&P 500 headed for a big correction in 2022? Image: Strategas Research Partners

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 and the Start of the Federal Reserve’s Last Three Rate-Hike Cycles Should U.S. equity investors really fear rising interest rates? Image: CNBC

Monthly S&P 500 Seasonality for Presidential Cycle Year 1 S&P 500 seasonality shows that December is historically a positive month in Presidential cycle year 1. Image: BofA Global Research

S&P 500 6-Month Seasonal Returns and Percentage of Time Up – Presidential Cycle Year 1 into Presidential Cycle Year 2 From Presidential cycle year 1 into Presidential cycle year 2, the S&P 500 has historically done poorly from September through February. Image: BofA Global Research

Returns – S&P 500 Four Year Presidential Cycle Is there a risk of a market correction? The S&P 500 is entering what has historically been a period of weakness. Image: BofA Global Research

Performance – Early Cycle Sectors Relative to S&P 500 Should investors continue to underweight early cycle sectors during the mid cycle transition? Image: Morgan Stanley Research

S&P 500 3-Month Seasonality Returns and Percentage of Time Up – Presidential Cycle Year 1 S&P 500 seasonality is more bearish in Presidential cycle year 1, from late summer into the fall. Image: BofA Global Research

Share of Industries in S&P 500 by Stage in the Cycle Currently, companies that constitute 66% of the S&P 500’s market capitalization are growing faster than before the coronavirus pandemic. Image: Deutsche Bank Asset Allocation