Nominal GDP as % World for Important Countries/Regions The Global South is rapidly emerging as the primary driver of global demographic and economic growth. For investors and businesses, it presents expanding markets and new opportunities that will be increasingly difficult to ignore. Image: Deutsche Bank
What Will Be the Most Important Driver of Equity Prices? According to FMS investors, the Fed’s decisions will be the main catalyst for the direction and performance of equities in 2024. Image: BofA Global Fund Manager Survey
Importance of Macro Driver in Explaining Returns Higher real 10-year UST yields can potentially lead to a decrease in U.S. stock returns, but other factors should also be considered. Image: Goldman Sachs Global Investment Research
China and Mexico as % of U.S. Imports For the first time since 2003, the United States currently imports more goods from Mexico than from China. Will this trend continue? Image: BofA Global Investment Strategy
Big 4 Asia Imports vs. ISM Manufacturing PMI The weak demand in Asian markets is affecting various industries and economies worldwide. Image: BofA Global Investment Strategy
China Imports Should investors be worried about the sharp decline in Chinese imports? Image: BofA Global Investment Strategy
Inflation – Single Most Important Problem Facing Small Business Owners Inflation is supposed to reduce profit margins. Image: BCA Research
U.S. Dollar, Import Prices and Inflation The rise in the U.S. dollar could suggest a peak in CPI inflation. Image: Real Investment Advice
Inflation – Small Businesses’ Single Most Important Problem Inflation and cost of labor are affecting small businesses. Image: Arbor Research & Trading LLC
China Imports of Semiconductor Manufacturing Equipment by Country China is a net importer of semiconductors and depends heavily on manufacturers from the U.S. and its allies. Image: Gavekal, Macrobond
Importance of the Biggest Stocks by Region With rising stock market concentration, investors are taking more risk. Image: Societe Generale Cross Asset Research