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
World Epidemics and Global Stock Market Performance This chart shows how the global stock market has performed during past world epidemics. Image: BofA Global Research
Fund Managers Sentiment and Global Stock Market Returns (MSCI ACWI) Are fund managers too bearish? Two-thirds of global fund managers say this is a bear market rally. Image: Hondo Tomasz
Global Stock Markets Total Returns in 2019 Chart showing how major global stock markets performed in 2019. Image: Fidelity Investments
World Epidemics and Global Stock Market Performance Chart showing that the impact of past world pandemics has not been significant on the global stock market. Image: Charles Schwab
U.S. Stock Market as a % of Global U.S. stocks dominate global equity markets. Image: BCA Research
Major Central Bank Balance Sheets vs. Total Value of Global Stock and Bond Markets Are central banks creating bubbles? Image: Lohman Econometrics
Performance – U.S. Small Cap Stocks vs. Large Cap Stocks Small caps continue to face significant challenges relative to large caps, a trend that has persisted for several years. However, there is a growing sense of cautious optimism about their potential recovery as market conditions change. Image: BofA Global Research
Sentiment Indicator and Stock Positioning The GS sentiment indicator is not yet stretched, but it shows signs of increasing bullishness as market participants continue to express optimism and positive sentiment. Image: Goldman Sachs Global Investment Research
5-Year U.S. Treasury Yield vs. Bank Stocks Correlation The combination of higher bond yields and rising bank stocks is often often viewed as a sign of a bullish market environment. Image: BofA Global Investment Strategy