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

Global Money Supply and MSCI World Index

Global Money Supply and MSCI World Index Global equities are around 1 standard devation vs. global money supply. It could be bullish for stocks, as global money supply growth tends to push equities higher. Image: Nordea and Macrobond

U.S. vs. Developed Market Equities (ex-US) Price Relative

U.S. vs. Developed Market Equities (ex-US) Price Relative This chart shows the dominance of the U.S., as the U.S. stock market has grown bigger than the rest of the world’s stock market. Image: BofA Global Investment Strategy