MSCI EMU 12-Month Forward EPS

MSCI EMU 12-Month Forward EPS Earnings estimates are revised significantly downward during recessions. Image: Gavekal, Macrobond

U.S. Dollar vs. MSCI EM Performance

U.S. Dollar vs. MSCI EM Performance Should equity investors consider overweighting EM stocks in their portfolio? Image: Goldman Sachs Global Investment Research

MSCI Cyclicals/Defensives Ratio

MSCI Cyclicals/Defensives Ratio Is it too early for investors to favor cyclicals over defensives? Image: The Daily Shot