World Epidemics and Global Stock Market Performance
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
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
Market Breadth – Percent Below 52-Week High S&P 500 Index Less Median Stock Market breadth across the S&P 500 deteriorated sharply last week, a warning sign that strength at the index level may be masking underlying fragility. That’s not usually what the bulls want to see. Image: Goldman Sachs Global Investment Research
Global Market Implied Equity Risk Premiums With equity risk premiums low in the U.S. and Japan, investors earn little extra for taking on stock risk over safer bonds, leaving equities a tougher call and prone to disappointment. Image: Goldman Sachs Global Investment Research
Short Interest as % of Market Capitalization S&P 500 Median At 2.7%, short interest for the median S&P 500 stock is on the high side, but the buildup appears tied to portfolio hedging, not a wave of bearish bets. Image: Goldman Sachs Global Investment Research
Global Equities Performance Since spring 2025, the stock rally has gone global, with Europe and Asia powering ahead while U.S. equities lag behind. Broad participation like this often keeps bull markets running longer than most anticipate. Image: Goldman Sachs Global Investment Research
Net Weekly Global Flows: Equity vs. Money Markets Strong equity inflows and shrinking money market assets show investors are pulling cash out of safe havens and putting it back to work in stocks, giving new life to the “cash on the sidelines” story. Image: Goldman Sachs Global Investment Research