Search Results for: recovery

Asian Exports There is a glimmer of hope of a recovery in Asian exports. The free fall in Japan, Taiwan and South Korea exports in early 2019 has stopped. Image: Danske Bank

World Real Exports and Composite Trade Indicator Chart suggesting a recovery in world exports growth Image: Pictet Asset Management

U.S. Dollar and Growth in the Rest of the World vs. U.S. GDP Growth Chart suggesting that the U.S. dollar could weaken in a scenario of a global economy recovery. Image: Morgan Stanley Research

Earnings Estimate Progression The consensus growth estimate for Q3 earnings stands at -3.2%, but the earnings recovery seems better than 2016. The Fed’s dovish pivot and low interest rates should continue to support the U.S. stock market. Image: Fidelity Investments

U.S. Excess Liquidity Growth Leads S&P 500 Returns This chart suggests that M2 money supply to nominal GDP ratio leads S&P 500 returns by one year. Is the S&P 500 vulnerable to a drop, followed by a recovery? Image: Oxford Economics, Macrobond