Valuation – Forward Price/Earnings Ratio – STOXX Europe 600 Index and S&P 500 Index U.S. equities look pricey relative to Europe. Image: Morgan Stanley Wealth Management
Performance – Nasdaq 100, Russell 2000, Stoxx Europe 600 Banks, MSCI All Countries Energy Welcome to the ‘everything rally’, despite the damage of the coronavirus pandemic on the global economy. Image: Financial Times
Valuation – MSCI ACWI and STOXX Europe 600 – 24-Month Forward P/E Percentile vs. History Should investors pay attention to stock valuation? Image: Goldman Sachs Global Investment Research
Earnings Sentiment (S&P 500 Index and STOXX Europe 600 Index) Earnings sentiment seems to have peak in the United States. Image: Goldman Sachs Global Investment Research
Euro/U.S. Dollar vs. Stoxx Europe 600 Index/S&P 500 Index Does the strength of the euro make European stocks a buying opportunity? Image: Morgan Stanley Wealth Management
Stoxx Europe 600 and Europe Manufacturing PMI Is the Europe manufacturing PMI rebound in the cards? European stock markets remain bullish. Image: Goldman Sachs Global Investment Research
STOXX Europe 600 EPS Revisions This year, SXXP EPS revisions have not been worse than a typical year. Image: Goldman Sachs Global Investment Research
Coronavirus – Equity Market Moves and Past Virus Outbreaks The chart shows past virus outbreaks, highlighting the S&P 500, Stoxx 600, Hang Seng and MSCI World. Image: Nordea and Macrobond
Stock Market Concentration and Volatility When equity markets become concentrated, they get a little too excited—like kids in a candy store! Image: Goldman Sachs Global Investment Research