Stocks Performance – China (CSI 300) vs. U.S. (S&P 500) vs. Europe (Stoxx 600) Chinese stocks outperform the S&P 500 and Stoxx 600, amid the coronavirus turbulence. Image: Financial Times
Performance – Digital Economy, Renewables, Nasdaq, S&P 500 and Stoxx 600 This chart suggests where to find growth in Europe. Image: Goldman Sachs Global Investment Research
Stoxx Europe 600 and Europe Manufacturing PMI Is the Europe manufacturing PMI rebound in the cards? European stock markets remain bullish. Image: Goldman Sachs Global Investment Research
STOXX Europe 600 EPS Revisions This year, SXXP EPS revisions have not been worse than a typical year. Image: Goldman Sachs Global Investment Research
Europe’s GRANOLAS Stocks and Market Capitalization According to Goldman Sachs, GRANOLAS (Glaxosmithkline, Roche, ASML, Nestle, Novartis, Novo Nordisk, L’Oreal, LVMH, Astrazeneca, SAP and Sanofi) are expected to continue to outperform in the next market cycle, with their collective market cap representing 24% of the Europe’s Stoxx 600 index. Image: Goldman Sachs Global Investment Research
Coronavirus – Equity Market Moves and Past Virus Outbreaks The chart shows past virus outbreaks, highlighting the S&P 500, Stoxx 600, Hang Seng and MSCI World. Image: Nordea and Macrobond