Search Results for: world

Valuation – PE10 Ratio USA vs. Rest of the World Global ex-U.S. stocks remain cheap relative to the USA. Image: Topdown Charts

Relative Equity Market Performance – USA vs. Rest of the World How long will U.S. equities continue outperform the rest of the world? Image: Topdown Charts

Valuation – Price/Earnings Ratio, S&P 500 vs. MSCI World Ex-U.S. Should equity investors consider overseas stocks? Image: Morgan Stanley Wealth Management

World Government Bond GDP-Weighted Return Index Should investors expect returns on government bonds to be positive in 2022? Image: BofA Global Investment Strategy

Number of Oil and Gas Rigs Worldwide The number of oil and gas rigs worldwide is increasing, but remains low. Image: Gavekal, Macrobond

MSCI World Value Index/MSCI World Growth Index vs. Global Agg. Treasuries Index, Yield to Worst Value should outperform Growth and follow the rise in global rates. Image: Morgan Stanley Wealth Management

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

Global Equities – MSCI AC World Mid- and Large-Cap Index Are global equities poised for a drawdown at some point? Image: Gavekal, Macrobond

World Oil Consumption and World Real GDP Global oil consumption remains on the rise, despite the coronavirus pandemic. Image: Alpine Macro

Performance – MSCI World Growth Index / MSCI World Value Index Will global growth stocks continue to outperform global value stocks? Image: Bloomberg