U.S. Economic Surprise Index

U.S. Economic Surprise Index A rising U.S. Economic Surprise Index is indicative of improving economic conditions that can enhance investor sentiment and stimulate growth in equity markets. Image: Goldman Sachs Global Investment Research

Annualized S&P 500 Performance by President

Annualized S&P 500 Performance by President Under both Democratic and Republican administrations, the S&P 500 has generally trended upward over the long term, frequently posting double-digit gains during presidential terms. Image: Deutsche Bank

U.S. Corporate Income Tax Rate

U.S. Corporate Income Tax Rate The trend of declining effective tax rates among S&P 500 companies reflects broader economic shifts and policy decisions that have shaped the landscape of corporate taxation in the United States. Image: Goldman Sachs Global Investment Research

U.S. Share Buyback Announcements

U.S. Share Buyback Announcements The surge in share buyback authorizations to a record level among U.S. companies signals a strong corporate outlook and serves as a strategic tool for optimizing capital structure while rewarding investors. Image: Goldman Sachs Global Investment Research

Equal-Weight vs. Aggregate S&P 500 10-Year Trailing Relative Returns

Equal-Weight vs. Aggregate S&P 500 10-Year Trailing Relative Returns Current market conditions suggest that investors might benefit from considering an equal-weight strategy for the S&P 500, especially in light of the significant concentration observed in the index. Image: Goldman Sachs Global Investment Research

Distribution of 10-Year S&P 500 Annualized Returns

Distribution of 10-Year S&P 500 Annualized Returns Goldman Sachs projects a modest average annualized total return of 3% for the S&P 500 over the next decade, considerably below historical averages, reflecting concerns about high equity valuations. Image: Goldman Sachs Global Investment Research

S&P 500 Annualized 10-Year Total Return Forecasts

S&P 500 Annualized 10-Year Total Return Forecasts Goldman Sachs expects the S&P 500 to deliver an average annualized total return of 3% during the next 10 years, significantly below historical averages. This forecast reflects concerns over high equity valuations. Image: Goldman Sachs Global Investment Research

U.S. Money Market Fund Assets and Fed Funds Rate

U.S. Money Market Fund Assets and Fed Funds Rate The current environment suggests that a substantial amount of capital is poised to flow back into equity markets, driven by expectations of favorable economic conditions and monetary policy adjustments. Image: Goldman Sachs Global Investment Research