Importance of Macro Driver in Explaining Returns

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

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

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

China Imports Should investors be worried about the sharp decline in Chinese imports? Image: BofA Global Investment Strategy

Importance of the Biggest Stocks by Region

Importance of the Biggest Stocks by Region With rising stock market concentration, investors are taking more risk. Image: Societe Generale Cross Asset Research

China Copper Import Volume

China Copper Import Volume The rise in copper demand suggests a robust recovery. Image: Morgan Stanley Wealth Management