World Trade Volume Proxy

World Trade Volume Proxy World trade has rebounded faster than after the financial crisis of 2008, and is now pre-Covid-19 levels. Image: Morgan Stanley Research

Truck Tonnage vs. S&P 500 Index

Truck Tonnage vs. S&P 500 Index The Truck Tonnage Index increased by 7.4% in December. Trucks represent 72.5% of U.S. freight and serve as a barometer of the U.S. economy. This chart shows how the…

U.S. Trade Deficit

U.S. Trade Deficit Tariffs did not reduce the US’s trade deficit with China. Image: Financial Times

Valuation of Equities in the Region

Valuation of Equities in the Region FMS investors think the U.S. equity market is the most overvalued region. Image: BofA Global Fund Manager Survey

FMS Investors – Global Emerging Markets

FMS Investors – Global Emerging Markets FMS investors expect to overweight global emerging markets over the next 12 months. Image: BofA Global Fund Manager Survey

Returns – Bitcoin and Tesla

Returns – Bitcoin and Tesla Are Bitcoin and Tesla more likely to halve over the next 12 months? Image: Deutsche Bank Research