Performance – S&P 500 Index / MSCI All-Country World Index The ongoing outperformance of the S&P 500 index compared to global stocks highlights the robustness of the U.S. economy and the dominance of American companies in various sectors, particularly technology. Image: Bloomberg
Global Equities – Weekly Global Advance-Decline Line of 73 Country Indices in Local Currencies The bullish weekly global advance-decline of 73 countries indices may positively impact global equities throughout the year, indicating an optimistic outlook for investors. Image: BofA Global Research
Total Equity Market Capitalization per Country The United States has the largest equity market capitalization in the world (over $41 trillion as of December 31, 2022). Image: Goldman Sachs Global Investment Research
Equity – MSCI China Index / MSCI All Country World Index Should investors overweight Chinese stocks? Image: Morgan Stanley Wealth Management
Eurozone – 10-Year Yields by Country One currency in the eurozone, but so many different interest rates. Can the eurozone survive in the long term? Image: BofA Global Investment Strategy
MSCI All Country World Index and Global Pairwise Stock Correlations The bear market bottom is probably not yet in, as stock correlation is higher at global market bottoms. Image: Morgan Stanley Wealth Management
FAAMG Stocks – GDP by Country and FAAMG by Market Capitalization FAAMG (Facebook, Amazon, Apple, Microsoft, and Google) market capitalization exceeds $10 trillion and is equivalent to the 3rd largest GDP in world. Image: BofA Global Investment Strategy
Trade-Weighted U.S. Dollar Index and U.S. 30-Year T-Bond Price vs. MSCI All-Country World Will the safe haven U.S. dollar continue to rise amid Delta COVID variant outbreak? Image: BCA Research
Coronavirus – Covid Cases vs. Deaths by Country The delta COVID-19 variant poses a risk, but the link between COVID cases and deaths has weakened. Image: J.P. Morgan Global Markets Strategy
Global Equity Market – MSCI All-Country World vs. 30-Year T-Bond After a strong rally, should investors expect a consolidation in the global equity market in the coming months? Image: BCA Research
European Stocks – MSCI Europe Index Two-Year Forward P/E Premium to MSCI All Country Worl Index European stocks remain cheap relative to their global peers. Image: Morgan Stanley Wealth Management