Chart of the Week – March 31, 2025
Our chart of the week compares annual S&P 500 returns with those excluding the 10 best market days. We often caution against market timing, as
Our chart of the week compares annual S&P 500 returns with those excluding the 10 best market days. We often caution against market timing, as
The chart of the week examines historical instances when the S&P 500 experienced a decline of 10% or more — a scenario that has occurred
The chart of the week examines one-year S&P 500 forward returns based on decile ranks of economic policy uncertainty. Recent weeks have brought increased volatility
The chart of the week again focuses on the potential for the Federal Reserve to cut interest rates. To start the year, expectations for rate
The chart of the week compares U.S. net interest payments and defense spending as a percentage of GDP. With the rise in interest rates in
The chart of the week examines the concentration of the top 10 holdings across three major equity indices over time. There has been considerable discussion
The chart of the week overlays the S&P 500 with 12-month trailing earnings, dating back to 1945. Trailing earnings represent the index’s total profits over
The chart of the week examines tariff revenues since 1959. As shown in the highlighted area, revenues saw a significant increase during the prior Trump
The chart of the week contrasts capital expenditures for big tech companies in 2019 vs 2024. In recent years, many of these large tech companies
The chart of the week highlights the IPO market over the past 10 years. It is clear from the chart that the IPO market is