Demographics Explain Sovereign 30-Year Yields Accross Emerging Markets Another great chart showing that emerging market demographics explain 30-year sovereign bond yields. An R² of 0.80 is quite high and significant. Picture source: Arbor Research & Trading LLC
MSCI Emerging Markets Index vs. World Semiconductor Sales This great chart shows that world semiconductor sales lead MSCI emerging markets index by 3 months. Very interesting chart before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Picture source: Nordea and Macrobond
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. Picture source: J.P. Morgan Asset Management
Total Debt by Sector for Developed & Emerging Economies Argentina is the least indebted market in terms of GDP, while Japan is the most indebted market in terms of GDP. The United States’ total debt is 252% of GDP. Picture source: Pictet Asset Management
S&P 500 Cash Return Yield by Sector and Region Currently, the S&P 500 cash return yield (buybacks + dividends) is 5.2%, the highest since 2011. That’s much more than Europe, Japan and emerging markets. Picture source: Fundstrat Global Advisors, LLC
