S&P 500 Performance vs. Forward EPS

S&P 500 Performance vs. Forward EPS The correlation between forward EPS and the S&P 500 performance has been good since May 2020. Image: Deutsche Bank Asset Allocation

Equity Performance – MSCI China/MSCI US

Equity Performance – MSCI China/MSCI US The Chinese equity market has significantly underperformed the U.S. equity market over the last decade. Image: Gavekal, Macrobond