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

Financial Services Exports Around the World

Financial Services Exports Around the World In 2018, the total global exports in financial services was $489.8 billion. The US, UK and Luxembourg make up 54% of the world’s financial services exports. Image: howmuch.net

The World’s Biggest Exporters

The World’s Biggest Exporters China is the largest exporter in the world, followed by the U.S. and Germany. You may also like “The World’s Biggest Importers.” Image: howmuch.net

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

Exports as a Share of GDP

Exports as a Share of GDP Interesting chart showing exports as a percentage of GDP and putting U.S. tariffs into perspective. Source: J.P. Morgan Asset Management