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Two consecutive years of negative returns for the S&P 500 are very rare
Optimism makes comeback on Wall St. Ed Yardeni is putting soft landing odds at 60% based on strong data, resilient consumers & signs of tumbling price pressures. Consecutive down years are very rare for S&P 500, having taken place on just 4 occasions since 1928. Source: Bloomberg, HolgerZ
Are we just at the start of a new Value outperformance cycle?
MSCI Growth vs. Value. In dark blue periods of growth outperformance. Source: Gianluca at MenthorQ Pro
The S&P 500 4-year Presidential cycle
The 3rd year (pre-election) is historically the best one. The trend is more important than the level. Source: Thomas Callum, All-Star-Charts
US equities: New highs > new lows last week for first time since August and only 3rd time since Nov 2021.
NYSE + Nasdaq New highs & lows (as a % of issues traded) Willie Delwiche, All Star Charts Plus
Nasdaq 100 year-on-year returns have been in the red for an unusually long period of time
Investors aren't used seeing red anymore... Source: Compounding Quality
FAANGs continue to lay off employees
Source: Wall Street Journal, Wall Street Silver
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