Search Results for: world

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

Valuation – World Technology 12-Month Forward Earnings Yield Minus 2.5% and U.S. 10-Year Treasury Bond Yield Tech stocks are less attractive, as the world tech 12-month forward earnings yield minus 2.5% has reached the upper limit to bond yield. Image: BCA Research

Housing – World Real House Prices Will the latest global housing boom end well? Image: Oxford Economics

Performance – MSCI World Ex-U.S. and MSCI U.S. It has not paid to bet against U.S. stocks so far this year, as the gap between the U.S. stock market and stocks from the rest of the world continues to widen. Image: The Daily Shot

Trade-Weighted U.S. Dollar Index and U.S. 30-Year T-Bond Price vs. MSCI All-Country World Will the safe-haven U.S. dollar continue to rise amid Delta COVID variant outbreak? Image: BCA Research

Bitcoin – Number of Cryptocurrencies Worldwide The number of cryptocurrencies has skyrocketed. But the top 20 cryptocurrencies account for nearly 90% of the total market. Image: Financial Times

Negative Real Rates Around the World Most economies in the world experience negative real rates. Image: Gavekal, Macrobond

Valuation – U.S. 10-Year Real Yield and MSCI World Index Forward Price/Earnings Ratio The price of global equities is expected to fall, if U.S. real yields rise. Image: Morgan Stanley Wealth Management