Search Results for: world

Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM, MSCI World Earnings sentiment is improving, which is good news. Image: Goldman Sachs Global Investment Research

Valuation – PE10 Ratio USA vs. Rest of the World U.S. equities still do not look cheap vs. the rest of the world. Image: Topdown Charts

Performance – World Technology vs. Healthcare Is it the end of the FAANG bubble? Image: BCA Research

Equity – MSCI China Index / MSCI All Country World Index Should investors overweight Chinese stocks? Image: Morgan Stanley Wealth Management

Valuation – MSCI AC World 12-Month Forward P/E and 10-Year Real U.S. Treasury Yield 10-year U.S. real yields help explain the valuation of global equities. Image: Goldman Sachs Global Investment Research

MSCI World Value vs. Growth Will the outperformance of value stocks over growth stocks persist? Image: Goldman Sachs Global Investment Research

South Korea Exports vs. MSCI World EPS South Korea’s exports tend to lead global earnings. Image: J.P. Morgan

World Government Bond GDP-Weighted Return Index Global government bond markets are on course for the worst year since the Marshall Plan in 1949. Image: BofA Global Investment Strategy

Earnings – Global Manufacturing PMI New Orders vs. World Trailing 12-Month EPS (Leading Indicator) Global manufacturing PMI new orders tend to lead world EPS growth by 12 months. Image: BofA Global Research

S&P 500 and Percent of World Markets Above their 50-Day Moving Average Historically, oversold conditions in a breadth thrust regime tend to be bullish for U.S. stocks. Image: All Star Charts