MSCI ACWI and Global Composite PMI
MSCI ACWI and Global Composite PMI Chart suggesting that global equities expect a pickup in global growth, as policy stimulus takes effect. Image: Morgan Stanley Research
MSCI ACWI and Global Composite PMI Chart suggesting that global equities expect a pickup in global growth, as policy stimulus takes effect. Image: Morgan Stanley Research
FTSE Renaissance Global IPO Index and MSCI ACWI Index This chart shows that global IPOs overall have performed similarly with the overall global equity market. Image: Wells Fargo Investment Institute
MSCI ACWI Index and Companies Run by Billionaires Are billionaires the best corporate leaders and victims of bias in the media? Image: Financial Times
MSCI U.S. EPS vs. Trend History shows that earnings well above the trend in the U.S. precede earning plunges. Image: Barclays Research
MSCI Europe P/E and U.S. Nominal 10-Year Yield Chart showing how nominal yields usually affect stock market valuation. Image: Barclays Research
Global Semiconductor Sales vs. MSCI World EPS Growth Chart suggesting that global semiconductor sales may have bottomed. That’s good news for global EPS growth. Image: Jeroen Blokland
MSCI ACWI Returns vs. Global Bond Returns This chart shows that global bond returns are outpacing stocks. Image: Financial Times
MSCI Emerging Markets Seasonality Chart showing the MSCI EM seasonality chart since 1990. This is not a forecast. Image: Goldman Sachs Global Investment Research
MSCI ACWI Index – Bull and Bear Market As Morgan Stanley points out, this is the “unsatisfying bear market”, difficult for both bulls and bears. Image: Morgan Stanley Research
China M1 Money Supply Growth Leads MSCI World Index Chart suggesting that China M1 money supply growth leads the MSCI World Index by 6 months. Image: Paolo Cardena