Search Results for: MSCI World

Number of Trading Days in a Bear Market (MSCI World Index) Stimulus and extremely low interest rates have moved global equities higher over past decade. Image: Financial Times

MSCI World vs. Global Composite PMI Global stock markets are very optimistic, as soft and hard indicators suggest that the global slowdown may have bottomed out. Image: Morgan Stanley Research

Performance: MSCI World Banks Index Relative to MSCI World Index Chart showing the terrible performance of banks all around the world since the Great Financial Crisis. Image: Gavekal, Macrobond

China M1 Money Supply Growth Leads MSCI World Index Chart suggesting that China M1 money supply growth leads the MSCI World Index by 6 months. Image: Paolo Cardena

MSCI World Growth Index vs. MSCI World Value Index Over the past decade, global value stocks have remained in the shadow, while the sun has shone on global growth stocks. Image: Financial Times

MSCI World Index vs. OECD Unemployment Rate and U.S. Consumer Confidence Chart suggesting that OECD unemployment troughs and very confident U.S. consumers do not generally bode well for global equities. Image: Morgan Stanley Research

MSCI World Index Valuation at Cycle Peaks and Troughs On average, the MSCI World Index currently trades at a price-to-earnings ratio that has marked cyclical peaks in the stock market over the past 50 years. Image: Charles Schwab

Median MSCI World Index vs. Its Seasonal Pattern This chart shows when the median MSCI World Index tends to perform better or worse at certain times of the year. Image: J.P. Morgan

Japan Corporate Profits Leads MSCI World EPS This chart suggests that Japan corporate profits leads MSCI World EPS by 7 months. Image: Nordea and Macrobond

Global Manufacturing PMI and MSCI World Index The chart shows a pretty good correlation between Global Manufacturing PMI and the MSCI World Index. Stocks and PMI tend to move together. Image: Charles Schwab

Largest Contributors to the YTD Change in NTM EPS for MSCI AC World Most of the Technology sector’s positive earnings revisions have come from its more cyclical areas, particularly semiconductors and related hardware. Image: Goldman Sachs Global Investment Research