Search Results for: Korea

South Korea Equities Lead U.S. 10-Year Treasury Yield Interesting chart suggesting that South Korea equities YoY lead the U.S. 10-year Treasury yield by 6 months. Image: Rothko Research

South Korean Exports vs. S&P 500 EPS Estimates The correlation between South Korean exports and S&P 500 EPS estimates suggests a weakness in S&P 500 earnings estimates. Image: Lohman Econometrics

Daily Increases in Number of Reported Coronavirus Cases The chart suggests that the initial phases of the coronavirus outbreaks appear to be relatively similar in China, Italy, South Korea and Iran. By Day 40 in China, the worst of the outbreak is behind them. Image: BofA Global Research

Equity Market Reaction to Improvement in Outbreak Charts showing that the low for equities in China was reached on Day 20, and in Korea on Day 11. Image: BofA Global Research

Asian Exports There is a glimmer of hope of a recovery in Asian exports. The free fall in Japan, Taiwan and South Korea exports in early 2019 has stopped. Image: Danske Bank

Countries Dependent on Saudi Oil Imports Japan, South Korea and South Africa are among the countries most dependent on Saudi oil imports. Image: Arbor Research & Trading LLC

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 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

Which Country Has the Highest Density of Robot Workers? South Korea had 710 installed industrial robots per 10,000 employees in the manufacturing industry in 2017. When robots replace manual labor, the productivity and the quality of products increase dramatically. Robots increase labor productivity levels and won’t take all the jobs. Image: Statista

Has the United States Ever Imported a Recession from a Single Foreign Country? The biggest U.S. trade partners are: China, Canada, Mexico, Japan, Germany, South Korea, United Kingdom and France. So far, the US has never imported a recession from a single foreign country. A Chinese recession would be bad for the U.S. and the…