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
Oil Exporters vs. Importers and Brent Price This chart shows the good correlation between oil exporters vs. importers and the price of Brent. Image: Goldman Sachs Global Investment Research
Global Export Restrictions in Response to Coronavirus Bans may backfire, as many countries impose export restrictions. Image: Statista