Estimated Oil Exports Through Strait Hormuz, Based on Vessel Count Goldman Sachs has toughened its base case for the Strait of Hormuz, now expecting 21 days of minimal crude flows followed by a month‑long recovery toward normal levels. Image: Goldman Sachs Global Investment Research
Global Crude Oil Export Global crude exports have tumbled as conflict flares across the Middle East, rattling supply routes. Analysts see several weeks of disruption but some relief ahead if tensions cool. Image: J.P. Morgan Commodities Research
China Exports China’s exports increased by 2.6% since October 2023, mainly due to demand from regions outside the U.S. However, challenges persist, including weak domestic demand and geopolitical tensions that may impact future trade. Image: BofA Global Investment Strategy
South Korea Exports vs. MSCI World EPS South Korea’s exports tend to lead global earnings. Image: J.P. Morgan
EPS – South Korea Exports vs. S&P 500 Earnings per Share Should investors expect a decline in S&P 500 profits going forward? Image: Morgan Stanley Wealth Management
China Credit Impulse and Global Exports, China M1 and Industrial Commodity Prices (Leading Indicators) China credit impulse tends to lead global exports by 12 months. Image: Alpine Macro
China’s Share in Global Exports With China leading the global economic recovery, China’s exports rose 9.9% YoY. Image: J.P. Morgan
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
Trade Volumes – U.S. Imports from China and U.S. Exports to China The effects of the coronavirus pandemic have also negatively impacted trade volumes between the U.S. and China. Image: BofA
Taiwan’s Tech Exports vs. South Korea The Taiwan’s tech sector has trumped its South Korean peer since 2018. Image: Gavekal, Macrobond
U.S. Economy – Exports and Imports Annual Growth In May, US exports sank to 11-year low, and imports dropped as demand for goods slows. Image: Oxford Economics