Average and Median Equity Duration

Average and Median Equity Duration U.S. equities are 25% more sensitive to interest rate moves than other developed market equities. Image: Morgan Stanley Wealth Management

EM vs. DM Valuation

EM vs. DM Valuation Emerging market equities look attractive relative to developed market equities. Image: Goldman Sachs Global Investment Research

Asset Return Expections on a Five-Year Horizon

Asset Return Expections on a Five-Year Horizon Government bond returns are expected to be negative across developed markets on a five-year horizon. Source: BlackRock Investment Institute

Sovereign Bonds with Negative Yields

Sovereign Bonds with Negative Yields This chart puts things into perspective by showing the share of developed market sovereign bonds with negative yields (1-10 year maturities). Image: Credit Suisse

U.S. Dollar and Relative Growth (GDP Spread)

U.S. Dollar and Relative Growth (GDP Spread) The chart shows that the U.S. Dollar REER is about relative growth (U.S. GDP – Other Developed Market GDP YoY). You may also like “U.S. Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years” and “U.S. Twin Deficits (% of GDP) Lead U.S.…

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Our Company ISABELNET Located in Luxembourg ISABELNET headquarters is based in Luxembourg, a financial center of international renown. Since 1998, our company is doing private research on the US stock market. Thanks to his computer engineer studies and his 25+ years experience in the financial markets, the founder has developed advanced stock market forecast, using…