Search Results for: globalization

Trade Globalization Will the coronavirus pandemic add momentum to the deglobalization trend? Image: BCA Research

Globalization – World Exports and Imports as a Share of World GDP Is globalization stalling or reversing? This chart puts things into perspective. Image: BofA Global Research

Globalization – Economic Growth Between Economies Is globalization in reverse? This chart puts things into perspective. Image: Arbor Research & Trading LLC

Who Has Gained From Globalization? The Asian middle class and the global 1% have gained the most from globalization. Image: Harvard Business Publishing

Valuation – S&P 500 Trailing PE After the fall of the Berlin Wall, globalization had a significant impact on various aspects of the global economy, including financial markets, as evidenced by the P/E ratios of the S&P 500 index. Image: Morgan Stanley Wealth Management

Saving – Household Spending as % of Disposable Income and 10-Year Treasury Yield As the chart shows, lower yields force households to save more (hyper-globalization 2001-2020). This is a vicious cycle, as forced saving depresses demand. Image: BofA Research Investment Committee

USA – Explaining 10-Year Yields This great chart suggests that demographics and globalization explain U.S. 10-year yields. Image: Arbor Research & Trading LLC

Why Is Core Inflation So Low Compared To Previous Business Cycles? The Consumer Price Index Less Food & Energy (Core CPI) is very low compared to previous business cycles in the US, for several reasons: – not fast-rising money supply – globalization: inflation is a global phenomenon – lack of wage acceleration – increase in…

The Kiril Sokoloff Interviews: Stanley F. Druckenmiller Stanley F. Druckenmiller, founder of Duquesne Capital, speaks with Kiril Sokoloff about life, the current stock market, the FED, his investments, populism, globalization, China, algorithms, and how he would like to be remembered. https://www.youtube.com/watch?v=G-MlrpoMig0