MSCI Latin America vs. MSCI World and Russell 1000 Value vs. Russell 1000 Growth Latin America vs. Developed Markets has been highly correlated to Value vs. Growth. Image: Goldman Sachs Global Investment Research
Performance – MSCI Europe vs. MSCI ACWI and MSCI World Value vs. Growth Chart suggesting that Europe’s relative performance vs. MSCI ACWI seems similar to that of Value vs. Growth. Image: Morgan Stanley Research
World vs. U.S. GDP Growth Forecast World GDP is expected to grow faster than that of the United States. Image: Goldman Sachs Global Investment Research
China GDP – Longer-Term Growth Divergence Between China and the Rest of the World The divergence between China and the rest of the world is expecting to increase over time. Image: Deutsche Bank
Fed’s Broad U.S. Dollar and Rest of the World Minus US GDP Growth This chart suggests that the U.S. dollar tends to weaken when RoW growth outperforms that in the United States. Image: Morgan Stanley Research
Global Real GDP – Latest World Economic Outlook Growth Projections This table suggests the coronavirus pandemic impact on growth across all regions. Image: International Monetary Fund
GDP Growth Forecast for the World’s Largest Economies in 2020 The OECD expects the world economy to grow by 2.4% in 2020. Image: Statista
Trailing 12 Month EPS Growth: S&P 500 vs. MSCI AC World ex U.S. Chart suggesting that the “fundamental” advantage of U.S. stocks is diminishing. Image: Morgan Stanley Research
World Trade Growth Since 1990 In 2019, world trade growth fell to its lowest level since the global financial crisis. Image: Haver Analytics
World Consumer Sentiment and Real World GDP Growth World consumer sentiment change is back to neutral and suggests a rebound in world GDP growth. Image: Pictet Asset Management