Search Results for: Korea

Global EPS Growth and South Korean Exports Chart suggesting that growth in South Korean exports can help forecast global EPS growth over the next 12 months. Image: BofA Global Investment Strategy

Taiwan’s Tech Exports vs. South Korea The Taiwan’s tech sector has trumped its South Korean peer since 2018. Image: Gavekal, Macrobond

New Coronavirus Cases in Italy and South Korea These charts suggests that new coronavirus cases in Italy and South Korea are still tracking China’s outbreak. Image: Charles Schwab

Number of New Coronavirus Cases, Ex-Mainland China, South Korea, Italy and Iran Chart suggesting that the growth of new coronavirus cases, ex-Mainland China, South Korea, Italy and Iran aren’t accelerating. Image: Pantheon Macro

Global Profit Cycle – South Korea Exports and Global EPS Chart showing the correlation between South Korea exports and global EPS. Image: BofA Global Investment Strategy

MSCI World EPS and South Korea Exports Chart showing the quite good correlation between MSCI World EPS and South Korea exports, and suggesting this does not bode well for MSCI World EPS. Image: Nordea and Macrobond

S&P 500 EPS and South Korea Exports Chart showing the quite good correlation between S&P 500 EPS and South Korea exports, and suggesting this does not bode well for S&P 500 EPS. Image: Nordea and Macrobond

MSCI Emerging Markets and South Korea Export Volumes Less export volumes are not good news for emerging markets. Image: Nordea and Macrobond

South Korea Equities Lead U.S. 10-Year Treasury Yield Interesting chart suggesting that South Korea equities YoY lead the U.S. 10-year Treasury yield by 6 months. Image: Rothko Research

South Korean Exports vs. S&P 500 EPS Estimates The correlation between South Korean exports and S&P 500 EPS estimates suggests a weakness in S&P 500 earnings estimates. Image: Lohman Econometrics