Search Results for: Europe

Coronavirus – Europe and U.S. vs. Hubei This chart suggests that coronavirus cases in Europe and the U.S. are following Hubei’s trajectory. A turning point is not expected rapidly. Image: Gavekal, Macrobond

U.S. and Europe: Value vs. Growth Price to Book Ratio Valuations for growth vs. value are back near the levels that preceded 2000-01, but the trend is still intact for the time being. Image: Morgan Stanley Research

Brexit: What the European Union Loses? The chart puts into perspective what the European Union stands to lose when the Brexit transition is complete. Image: Statista

Relative Performance MSCI Europe vs. MSCI USA The relative performance of European stocks vs. the U.S. is at its lowest level in 50 years. Will this year be Europe’s time to outperform? Image: Legg Mason

Completed Chinese Direct Investment Transactions in Europe and North America Chinese investments in Europe and North America fell again last year. Is it over? Image: The Wall Street Journal

MSCI Europe Relative to S&P 500 The relative range between the MSCI Europe Index and the S&P 500 has been broken since the European financial crisis. Since 2011, European equities have underperformed the U.S. at a -5.5% annual rate. Image: Deutsche Bank Global Research

Stoxx Europe 600 and Europe Manufacturing PMI Is the Europe manufacturing PMI rebound in the cards? European stock markets remain bullish. Image: Goldman Sachs Global Investment Research

STOXX Europe 600 EPS Revisions This year, SXXP EPS revisions have not been worse than a typical year. Image: Goldman Sachs Global Investment Research

House Prices Around Europe Chart showing house prices around Europe since the Great Financial Crisis. House prices in Norway and Sweden have been on a high rising trend. Image: Jeroen Blokland

MSCI Europe P/E and U.S. Nominal 10-Year Yield Chart showing how nominal yields usually affect stock market valuation. Image: Barclays Research