MSCI ACWI – Global Equities Breadth

MSCI ACWI – Global Equities Breadth This interesting chart suggests that a new bull market is underway in global equities. Image: Topdown Charts

Global Equities Are Pricing In A Global Recovery

Global Equities Are Pricing In A Global Recovery This chart shows that global equities tend to move ahead of changes in world trade volumes, with a two-month lag.  Global equities are pricing in a global recovery, not global trade wars. Image: Absolute Strategy Research

MSCI ACWI and Global Composite PMI

MSCI ACWI and Global Composite PMI Chart suggesting that global equities expect a pickup in global growth, as policy stimulus takes effect. Image: Morgan Stanley Research

Valuation and Global Asset Price Cycle

Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics

Global Equity – Global Bond Fund Flows

Global Equity – Global Bond Fund Flows In the past two weeks, investors have shifted from bonds to equities. Image: BofA Merrill Lynch Global Investment Strategy

Who Is Buying U.S. Equities?

Who Is Buying U.S. Equities? The only buyer of US equities remains corporates, not households and institutions. Image: BofA Merrill Lynch Global Investment Strategy