World Trade Growth

World Trade Growth Chart showing that world trade growth is now at its lowest level since 2009. Picture source: BofA Merrill Lynch

S&P 500 Forward EPS and World Trade Growth

S&P 500 Forward EPS and World Trade Growth The chart shows a pretty good correlation between the S&P 500 forward 12-month EPS and the CPB World Trade Index. Picture source: Oxford Economics, Macrobond

World Real GDP Growth

World Real GDP Growth The chart shows the world real GDP growth since 1985. Without a rebound, the world real GDP growth could be 3.1% this year. Picture source: Pictet Wealth Management

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.” Picture source: Goldman Sachs Global Investment Research

Global Semiconductor Sales vs. MSCI World EPS Growth

Global Semiconductor Sales vs. MSCI World EPS Growth The chart shows global semiconductor sales vs. MSCI world EPS growth and suggests negative global EPS growth. You may also like “MSCI Emerging Markets Index vs. World Semiconductor Sales.” Picture source: Jeroen Blokland

A Look at Earnings Growth around the World

A Look at Earnings Growth around the World Earnings growth are slowing, but global activity should improve in the second-half of the year. Picture source: Fidelity Investments

China Imports Lead World GDP

China Imports Lead World GDP This chart shows that China imports is a key factor of global growth, and clearly lead world GDP. Picture source: Oxford Economics, Macrobond

World’s Central Banks Are Cutting Rates

World’s Central Banks Are Cutting Rates World’s central banks are lowering interest rates, in order to boost money supply in the economy and stimulate economic growth. Picture source: Charles Schwab