MSCI World Index Valuation at Cycle Peaks and Troughs

MSCI World Index Valuation at Cycle Peaks and Troughs On average, the MSCI World Index currently trades at a price-to-earnings ratio that has marked cyclical peaks in the stock market over the past 50 years. Picture source: Charles Schwab

MSCI World EPS and South Korea Exports

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. Picture source: Nordea and Macrobond

Relative Performance of MSCI World Factors

Relative Performance of MSCI World Factors In the last two weeks, the shift to value stocks may indicate that investors expect rates to rise. Picture source: Financial Times

Median MSCI World Index vs. Its Seasonal Pattern

Median MSCI World Index vs. Its Seasonal Pattern This chart shows when the median MSCI World Index tends to perform better or worse at certain times of the year. Picture source: J.P. Morgan

Global Manufacturing PMI and MSCI World Index

Global Manufacturing PMI and MSCI World Index The chart shows a pretty good correlation between Global Manufacturing PMI and the MSCI World Index. Stocks and PMI tend to move together. Picture source: Charles Schwab

Global Semiconductor Sales vs. MSCI World EPS Growth

Global Semiconductor Sales vs. MSCI World EPS Growth The chart shows global semiconductor sales vs. MSCI world EPS growth and suggests negative global EPS growth. You may also like “MSCI Emerging Markets Index vs. World Semiconductor Sales.” Picture source: Jeroen Blokland