Asian Exports
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
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
Asia Pacific Economic Data Leads the U.S. Economy This chart suggests that Asia Pacific economic data leads the U.S. economy since the Great Financial Crisis. U.S. economic data becomes laggard. Image: Arbor Research & Trading LLC
China HY vs. IG and U.S. HY vs IG Total Return Relative Should credit investors look to Asia in 2022? Image: BofA Global Investment Strategy
Venture Capital Assets Under Management The center of venture capital gravity is shifting. Asia could overtake the United States. Image: Quill Intelligence, LLC
Export Destination: China vs. USA China is the largest export market of most Asian countries. Image: Danske Bank
Cass Freight Shipments Index (6ma) vs. U.S. GDP The chart shows the Cass Freight Shipments Index (6-month average). It suggests a weakness in U.S. GDP in 3Q19. The Cass Freight Shipments Index is a relative good predictive indicator of the U.S. economy. You may also like “ISM Manufacturing Index vs. Cass Freight Index.” Image: Macro…
Hard Economic Data Hard economic data is improving in Eurozone, Asia Pacific, Latin America and the United States. Image: Arbor Research & Trading
Who Has Gained From Globalization? The Asian middle class and the global 1% have gained the most from globalization. Image: Harvard Business Publishing
First, Middle, Final Years of S&P 500 Bull Markets since 1975 The chart shows that the S&P 500 has generated a 26.9% return on average, in the final years of bull markets since 1975, excluding the current bull market. You may also like “Equity Market Performance Around Bear Markets.” Image: Legg Mason
Homeownership Disparity Deepens Since 1994, the gap between blacks and whites has widened, in part because starter-home prices have exploded, year after year. Inequality: you may also like “U.S. Unemployment Rate: Black or African Americans” and “U.S. Net Worth by Wealth Bracket” and “Countries With the Highest Housing Bubble Risks.” Picture Source: Bloomberg
Are Small Cap Stocks Overvalued? Small Cap Stocks Valuation: based on the forward PE ratio, the valuation of small cap stocks seems reasonable, with no sign of bubble. You may also like our “Stock Market Valuation.” Image: Bianco Research