The SARS Analog – Virus Outbreaks and Global Markets

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

Japan and Global Equity Markets

Japan and Global Equity Markets With a soft domestic economy, Japan’s equity market has lagged global equities. Image: Gavekal, Macrobond

Global Equity Market Sentiment

Global Equity Market Sentiment Chart suggesting that global investors are still optimistic, as global stock market sentiment remains above its one-year rolling average. Image: Nomura

Market-Implied Global Growth

Market-Implied Global Growth Markets are already pricing in global growth close to its long-term average. Image: UBS