Search Results for: world

Total Returns – Gold, Nasdaq and MSCI World ex-US With the Nasdaq at all-time high, markets expect a weak global growth, low inflation and a strong U.S. dollar. Image: Gavekal, Macrobond

World (ex-China) Manufacturing Surveys – Delivery Times The coronavirus pandemic disrupted global supply chains. This chart suggests that delivery times have now shortened significantly. Image: Pictet Asset Management

LTM Earnings – World Ex Technology vs. U.S. Technology Technology earnings have outpaced significantly the rest of the world. Image: Goldman Sachs Global Investment Research

Fed’s Broad U.S. Dollar and Rest of the World Minus US GDP Growth This chart suggests that the U.S. dollar tends to weaken when RoW growth outperforms that in the United States. Image: Morgan Stanley Research

Valuation – MSCI World P/E Global equity valuations appear expensive, even based on EPS including the recovery. Image: Goldman Sachs Global Investment Research

World GDP – OECD Global Economic Outlook According to the OECD, the coronavirus crisis means no V-shaped recovery, as the consequences will be severe and long-lasting. Image: Organisation for Economic Co-operation & Development

Stocks – World Value vs. Growth Growth has outperformed value since the GFC. According to Goldman Sachs, growth companies should thrive, as growth is scarce. Image: Goldman Sachs Global Investment Research

World Epidemics and Global Stock Market Performance This chart shows how the global stock market has performed during past world epidemics. Image: BofA Global Research

U.S. Tech and Global Markets – Nasdaq Composite vs. MSCI World ex. U.S. This chart shows the dominance of U.S. tech companies in global markets, as the Nasdaq has grown bigger than the rest of the world’s stock market. Image: Goldman Sachs Global Investment Research

Performance over 12 Months: S&P 500 vs. FTSE All World and FTSE 100 U.S. equities had their best month since 1987, in the global rebound. Image: Financial Times