Search Results for: world

Performance – MSCI World Ex-U.S. and MSCI U.S. With the dollar weakening, will international stocks (ex-U.S.) continue to outperform U.S. equities this year? Image: The Daily Shot

Earnings Sentiment – S&P 500, STOXX 600, Topix, MSCI EM, MSCI World Earnings sentiment remains slightly positive. Image: Goldman Sachs Global Investment Research

Valuation – 10-Year Government Bond Yield (U.S. and Italy, Advanced by 3-Months) and World Equities 12-Month Forward PE (Leading Indicator) The low levels of government bond yields help to explain the world’s stock market valuation. Image: BCA Research

MSCI World Recoveries out of Bear Markets since 1970 After the shortest, and one of the sharpest bear markets in history, the MSCI World recovery is comparable to post-Global Financial Crisis. Image: Goldman Sachs Global Investment Research

World Trade Volume Proxy World trade has rebounded faster than after the financial crisis of 2008, and is now pre-Covid-19 levels. Image: Morgan Stanley Research

Performance – S&P 500 vs. MSCI DM World Ex-USA The S&P 500 has significantly outperformed the rest of the world over the past decade. Which will do better post-Covid? Image: Scotiabank GBM Portfolio Strategy

MSCI World Around Bear Markets After the shortest, and one of the sharpest bear markets in history, the MSCI World recovery is comparable to post-GFC. Image: Goldman Sachs Global Investment Research

MSCI World Index Around Bear Markets Since 1970 After the shortest, and one of the sharpest bear markets in history, the MSCI World is up 12% for the year. Image: Financial Times

U.S. 30 Year Total Return Benckmark Government Index and All-Country World Total Return Index Could rising inflation be more painful for bonds than for equities? Image: BCA Research

FedEx vs. World Trade (Leading Indicator) Fedex tends to lead world trade by 6 months. Image: Nordea and Macrobond