Keyword: market

Longest U.S. Bull Markets Since WWII This chart puts the current bull market into perspective. Image: Ryan Detrick, LPL Financial LLC

Valuation Gap Between U.S. and Emerging Markets ex-China According to BofA, emerging markets ex-China benefit from favorable demographics, modernization potential, and attractive valuations for the long term. Image: BofA Global Research

Number of Trading Days in a Bear Market (MSCI World Index) Stimulus and extremely low interest rates have moved global equities higher over past decade. Image: Financial Times

MSCI Emerging Markets Relative to the U.S. and U.S. Dollar Historically, a weak U.S. dollar tends to be good for emerging markets. Image: Datastream, J.P. Morgan

Emerging Market Price-to-Book and Subsequent 5-Year Returns This chart shows the correlation between EM price-to-book and subsequent 5-year returns, suggesting higher returns for emerging markets. Image: J.P. Morgan

1920s and 1990s Bull Markets vs. Current Bull Market Chart showing that there is no “blow off top” in the current bull market, compared to 1920s and 1990s bull markets. Image: Stifel

Global Equity Market Sentiment Chart suggesting that global investors have become euphoric again. Image: Nomura

Gold and Emerging Market Currency Index Historically, a weak U.S. dollar tends to be good for gold and emerging markets. Image: Gavekal, Macrobond

U.S. Market Cycle Indicators Chart suggesting that the current business cycle’s end is not imminent in the U.S.. The risk of a bear market is low when the number of market cycle indicators is greater than 10. Image: Richardson GMP

KC Fed Labor Market Conditions Index and Recessions The KC Fed Labor Market Conditions Index is stable, and labor market conditions remain above their long-run average. Historically, a negative value is a necessary, but not sufficient requirement for recessions: it means that labor market conditions are below their long-run average.