Global EPS Growth and South Korean Exports

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

New Coronavirus Cases in Italy and South Korea

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

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. Image: Nordea and Macrobond

S&P 500 EPS and South Korea Exports

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

South Korean Exports vs. S&P 500 EPS Estimates

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