Global Money Supply and MSCI World Index

Global Money Supply and MSCI World Index Global equities are around 1 standard devation vs. global money supply. It could be bullish for stocks, as global money supply growth tends to push equities higher. Image: Nordea and Macrobond

World Semiconductor Sales Lead Emerging Markets

World Semiconductor Sales Lead Emerging Markets This chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. This is very interesting before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Image: Nordea and Macrobond

MSCI Emerging Markets Index vs. World Semiconductor Sales

MSCI Emerging Markets Index vs. World Semiconductor Sales This great chart suggests that world semiconductor sales lead the MSCI emerging markets index by 3 months. Very interesting chart before investing in emerging market equities. Country weights of the MSCI Emerging Markets Index: 33% China, 13.02% Korea, 11.35% Taiwan. Image: Nordea and Macrobond

Share of Global Market Capitalization

Global Market Capitalization of All Equities With the United States dominating 67% of the global equity market, it seems the rest of the world is just there to enjoy the spectacle—complete with popcorn! Image: Goldman Sachs Global Investment Research

Monthly Equity Flows – U.S. vs. Non-U.S.

Monthly Equity Flows – U.S. vs. Non-U.S. U.S. equities have seen the highest monthly inflows on record relative to the rest of the world. Image: Goldman Sachs Global Investment Research

Average Real Equity and Bond Returns

Average Real Equity and Bond Returns Since 1900, equities have significantly outperformed bonds across the western world. Image: Financial Times