Global Equity Market – MSCI All-Country World vs. 30-Year T-Bond After a strong rally, should investors expect a consolidation in the global equity market in the coming months? Image: BCA Research
European Stocks – MSCI Europe Index Two-Year Forward P/E Premium to MSCI All Country Worl Index European stocks remain cheap relative to their global peers. Image: Morgan Stanley Wealth Management
China Imports of Semiconductor Manufacturing Equipment by Country China is a net importer of semiconductors and depends heavily on manufacturers from the U.S. and its allies. Image: Gavekal, Macrobond
Annual Electricity Consumption (Twh) by Country with Bitcoin Added One Bitcoin transaction uses the same amount of electricity as around 500,000 Visa transactions. Image: Deutsche Bank
Bear Market – MSCI IMI All-Cap Country Indexes Outside the United States, will the 20-year bear market come to an end? Image: Gavekal, Macrobond
U.S. 30 Year Total Return Benckmark Government Index and All-Country World Total Return Index Could rising inflation be more painful for bonds than for equities? Image: BCA Research
MSCI All Country World Index (MSCI ACWI) – Value Minus Growth, One-Day Change Should investors forget growth stocks, as value investing is back in play? Image: Morgan Stanley Wealth Management
Aggregated 15 DM Country Average Bond and Equity Percentile Valuations As the chart suggests, this is the most expensive time to buy stocks and bonds. Image: Deutsche Bank
Global Breadth – MSCI ACWI and Global Advance-Decline Line of 73 Country Indices The chart suggests a bullish trend for the weekly global index level breadth. Image: BofA Global Research
Unemployment Rate by Country vs. 10-Year Average This chart puts into perspective the current unemployment rate by country vs. the 10-year average. Image: Deutsche Bank
EU Recovery Funds and Proposed Allocation of Fund by Country The European Commission is proposing a 750 billion euro recovery fund. This chart shows who gets what as a percentage of GDP. Image: Oxford Economics