Search Results for: export

Chinese Exports to EU and U.S. The impact on Chinese exports to the U.S. could be much worse than 2008. Image: Gavekal, Macrobond

U.S. Trade Is Sharply Slowing (Imports – Exports) This chart shows the U.S. trade collapse, as the coronavirus plunges the global economy into recession. Image: Bloomberg

Globalization – World Exports and Imports as a Share of World GDP Is globalization stalling or reversing? This chart puts things into perspective. Image: BofA Global Research

Consumer, Housing & Retail, Imports-Exports and Industrial Chart suggesting that consumer strength should pull the industrial economy upwards. Image: Arbor Research & Trading LLC

Housing, Confidence, Imports-Exports and Inflation Chart suggesting that housing data is improving and is a leading indicator. Image: Arbor Research & Trading LLC

Global Profit Cycle – South Korea Exports and Global EPS Chart showing the correlation between South Korea exports and global EPS. Image: BofA Global Investment Strategy

Exports to China with Trade Deal Targets This chart shows exports to China with trade targets, under the phase-one trade deal. Image: Oxford Economics

Global Economic Strength Indices (Imports/Exports, Confidence, Inflation) Global trade is recovering after a period of weakness. That’s good news for inflation. Image: Arbor Research & Trading LLC

Emerging Markets Exports Value and MSCI Emerging Markets 12m Trailing EPS Chart suggesting that EM corporate profits are linked to the global trade cycle. Image: Gavekal, Macrobond

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