Keyword: equity market

Global Equity Market Sentiment Chart suggesting that global investors have become euphoric again. Image: Nomura

Valuation – U.S. Equity Market Capitalization to GDP Is the U.S. stock market overvalued? The equity capitalization-to-GDP ratio hits new all-time high. Image: Goldman Sachs Global Investment Research

Annualized EPS Growth Across Major Global Equity Markets Goldman Sachs expects that EPS will modestly accelerate to 6% in the U.S. next year. Image: Goldman Sachs Global Investment Research

U.S. Equity Market Outperformance According to Gavekal, U.S. outperformance is mainly cyclical, not structural, and best investment opportunities could be in non-US assets. Image: Gavekal, Macrobond

Equity Market Concentration – Market Capitalization of 10 Largest Companies as Share of S&P 500 Total The market capitalization of the 10 largest companies as share of S&P 500 total is significantly above average. Image: Goldman Sachs Global Investment Research

Equity Market Tops Interesting chart showing equity market tops. The U.S. equity market hasn’t yet reached its peak. Image: DoubleLine

Equity Markets and QE Chart suggesting that equity markets tend to move higher during QE periods. Image: J.P. Morgan

European Equity Market Sentiment Index The chart shows that the European equity market sentiment has deteriorated. Image: Nomura

Equity Market Driven by Bonds Not Profits The chart shows a widening gap between cyclicals and bond proxies. It is clearly a cyclical bear market within a bull market, as during the dotcom bubble. Image: Societe Generale Cross Asset Research

U.S. Equity Market Performance since 1914 Excellent comparison between real (adjusted for inflation) and nominal returns on U.S. equities. Image: Saxo Bank