Search Results for: global sales

Global Employment and Global Real Retail Sales Chart suggesting that the slowdown in global employment is expected to impact global real retail sales. Image: J.P. Morgan

Global Semiconductor Sales vs. MSCI World EPS Growth Chart suggesting that global semiconductor sales may have bottomed. That’s good news for global EPS growth. Image: Jeroen Blokland

Global Corporate Bond Sales Companies sold a record amount of bonds in September. Yield-seeking investors were served up $434bn of new corporate bonds globally. Image: Financial Times

Global Semiconductor Sales Lead U.S. GDP Growth This interesting chart suggests that global semiconductor sales lead U.S. GDP growth by six months. Image: Nordea and Macrobond

Semiconductor Sales vs. Global Earnings per Share The chart shows that semiconductor sales suggest a collapse in corporate earnings. Image: Jeroen Blokland

Semiconductor Sales vs. Global Trade (volume) Interesting chart showing the correlation of 0.78 between semiconductor sales and global trade (volume). Image: Paolo Cardena

S&P 500 Price, Sales, EPS and GDP S&P 500 profits have exceeded their pre-pandemic level. 4Q 2020 EPS came in 2% above 4Q 2019. Image: Goldman Sachs Global Investment Research

S&P 500 Foreign Sales % by Year The S&P 500 is more global than 2-3 decades ago, as 30% of S&P 500 sales come from overseas. Image: BofA US Equity & Quant Strategy

Return and Valuation – Stocks with EV/Sales Ratios Above 20x as Share of U.S. Equity Trading Volumes and Market Capitalization The median stock with an EV/sales ratio above 20x has generated a subsequent 12-month return of -1% since 1985. Image: Goldman Sachs Global Investment Research

2020 Retail Sales in the U.S. and Euro Area This chart shows a sweet V-shaped recovery in U.S. and EU retail sales. Image: BofA Global Research