Global Market Capitalization of All Equities With the United States holding 67% of the global equity market, a new record, it seems like the rest of the world is just here to watch the fireworks! Image: Goldman Sachs Global Investment Research
Global Market Implied Equity Risk Premiums The current low equity risk premium in the U.S. suggests a challenging investment landscape, indicating that investors may not receive adequate compensation for the risks inherent in equity investments. Image: Goldman Sachs Global Investment Research
Valuation – Global GDP vs. Global Market Capitalization Is the global market capitalization to global GDP a sign of global equity overvaluation? Image: Richardson Wealth
China – Evergrande and Global Markets (Survey) Will Evergrande have a limited impact on global markets? Image: Deutsche Bank
Global Markets – MSCI All-World Index Global markets hit all-time high, as coronavirus vaccine test results bring great news. Image: Financial Times
U.S. Tech and Global Markets – Nasdaq Composite vs. MSCI World ex. U.S. This chart shows the dominance of U.S. tech companies in global markets, as the Nasdaq has grown bigger than the rest of the world’s stock market. Image: Goldman Sachs Global Investment Research
The SARS Analog – Virus Outbreaks and Global Markets The chart shows the SARS analog (2002 vs. 2020), highlighting the S&P 500 Index, the MSCI China Index, emerging markets vs. U.S. EPS and the CRB Raw Industrials Index. Image: Fidelity Investments
Global Stock Market Capitalization The return to October 2021 highs signifies a robust recovery phase for global equities, driven by positive market dynamics and economic conditions. Image: BofA Global Investment Strategy
Global Money Market Fund Assets Global money market fund assets hit a new all-time high of $8.3 trillion, highlighting the perceived security and attractiveness of these funds as a viable approach for temporarily storing and increasing capital. Image: Goldman Sachs Global Investment Research
Flows into Global Money Market Funds There were significant flows into global money market funds in the first 9 weeks, as rate rises. Image: Goldman Sachs Global Investment Research
Annual Change in Global Equity Market Capitalization The global equity market capitalization has lost $30tn year-to-date. Image: Goldman Sachs Global Investment Research