Search Results for: world

G4 Central Bank Balance Sheet as % of GDP and MSCI World Index G4 central bank balance sheet (Fed, ECB, BoJ, BoE) as % of GDP is expanding. Image: Jeroen Blokland

BofAML Transforming World: 2010s vs. 2020s BofAML suggests new paradigms for the 2020s, which could impact markets. Image: BofA Merrill Lynch Global Research

China Real M1 Leads World Industrial Production Chart suggesting that China’s real M1 leads world industrial production by 6 months. Image: Nordea, Sebastian Dypbukt Källman

Rallies in World Cyclicals vs. Defensives Since the global financial crisis, average rallies in world cyclicals vs. defensives have lasted only four months. Image: Goldman Sachs Global Investment Research

Inequality – Wealth per Adult Around the World The U.S. with median wealth per adult at $65.9K, and Canada ($107K), are the wealthiest in the Western Hemisphere. Image: howmuch.net

Global Semiconductor Sales vs. MSCI World EPS Growth Chart suggesting that global semiconductor sales may have bottomed. That’s good news for global EPS growth. Image: Jeroen Blokland

Fed’s Broad U.S. Dollar Index and Rest of the World GDP Chart suggesting that the U.S. dollar is inversely correlated to world GDP (excluding the United States). Image: Capital Economics

China M1 Money Supply Growth Leads MSCI World Index Chart suggesting that China M1 money supply growth leads the MSCI World Index by 6 months. Image: Paolo Cardena

MSCI World Growth Index vs. MSCI World Value Index Over the past decade, global value stocks have remained in the shadow, while the sun has shone on global growth stocks. Image: Financial Times

MSCI World Index vs. OECD Unemployment Rate and U.S. Consumer Confidence Chart suggesting that OECD unemployment troughs and very confident U.S. consumers do not generally bode well for global equities. Image: Morgan Stanley Research