Search Results for: developed market

Valuation – CAPE Ratio of Major Developed Market Equities U.S. equities are at significantly higher valuations than international equities. Image: Deutsche Bank

2020 Stimulus as % of GDP – Emerging Markets vs. Developed Markets The 2020 stimulus is massive, especially in developed markets Image: BofA Global Investment Strategy

Emerging Market Equities vs. Developed Markets Equities Emerging market equities have underperformed their developed market counterparts. Image: Credit Suisse Research

U.S. vs. Developed Market Equities (ex-US) Price Relative This chart shows the dominance of the U.S., as the U.S. stock market has grown bigger than the rest of the world’s stock market. Image: BofA Global Investment Strategy

Stocks – U.S. Relative to Developed Markets Excluding U.S. Chart suggesting that the structural outperformance of U.S. stocks is vulnerable to an industrial recovery. Image: BCA Research

Valuation – Emerging Market and Developed Market Countries – PE10 vs. 10-Year Forward Returns Valuation matters over time in the stock market. This chart shows the PE10 vs. subsequent 10-year CAGR (Compound Annual Growth Rate). Image: Topdown Charts

Tracking Developed Markets Inflation More developed markets are missing their inflation goals. Image: Macrobond Financial

Emerging Markets vs. Developed Markets Growth Differential Chart suggesting that the bull cycle usually drives emerging markets. Image: Goldman Sachs Global Investment Research

Median Developed Market Debt to GDP The total debt to gross domestic product is going back to 1865 for 12 developed countries. Image: Deutsche Bank

U.S. Tariff Rates Are Now Higher Than Developed Market Countries, Approaching Emerging Countries The average U.S. tariff rate could increase to 7.7%, close to those of Brazil. You may also like “China is Raising Tariffs Only on the U.S..” Image: J.P. Morgan Asset Management