World Equities and U.S. 10-Year Treasury Yield

World Equities and U.S. 10-Year Treasury Yield Chart suggesting that the round trip in U.S. Treasury yields explains the round trip in stock market valuation. Image: Financial Times

Valuation – World Technology Equities

Valuation – World Technology Equities Rising bond yields could hurt the tech sector, as it is very sensitive to higher yields. Image: BCA Research

U.S. vs. World ex-U.S. Equities

U.S. vs. World ex-U.S. Equities Is it a major turning point for the U.S. stock market? Image: BofA Global Investment Strategy

U.S. Equities and The World: Earnings Growth vs. Multiple Expansion

U.S. Equities and The World: Earnings Growth vs. Multiple Expansion Since the 2009 low, the strong performance of the U.S. markets comes from earnings growth (73%) and multiple expansion (27%). You may also like “S&P 500 Return: Earnings Growth vs. Multiple Expansion.” Image: Goldman Sachs Global Investment Research

European Stocks and MSCI World

European Stocks and MSCI World Will European stocks continue to outperform global equities? Image: Financial Times

Global Market Capitalization of All Equities

Global Market Capitalization of All Equities The total global market capitalization of all public equities is at an all-time high of $113 Trillion. But is the world better off economically than pre-pandemic? Image: Richardson Wealth