S&P 500 Index and UBS Weighted Global Growth Surprise Index The divergence between the S&P 500 Index and the global growth surprise index could explain why this bull market is so hated. Image: Swedbank Research
U.S. Dollar and Weak Global Growth This spreadsheet shows that Fed policy easing can weaken the U.S. dollar in times of weak global growth. Image: Goldman Sachs Global Investment Research
Global Growth Economy This chart shows the global real GDP growth and the long-term growth momentum. It’s never paid to bet against America. Picture Source: J.P. Morgan Asset Management
Global Economy – GDP Growth Projections The International Monetary Fund forecasts that global growth will be 3.2% in 2024 and remain steady at this rate in 2025, indicating a resilient global economy despite challenges and uncertainties. Image: International Monetary Fund
Global Composite PMI and EPS Growth The Global Composite PMI serves as a leading indicator for EPS growth, with its trends providing insights into future corporate earnings performance. Image: J.P. Morgan
Global Oil Demand Growth BofA forecasts that global oil demand will continue to grow, but at a slower pace in the coming years, due to the increasing efficiency of energy technology. Image: BofA Global Research Estimates
Global Real GDP Growth vs. Current Activity Indicator (CAI) Goldman Sachs forecasts global real GDP growth of 2.5% in 2023. Image: Goldman Sachs Global Investment Research
Global Real GDP Growth Goldman Sachs has significantly lowered its global GDP forecast for 2022. Image: Goldman Sachs Global Investment Research
MSCI World Value Index/MSCI World Growth Index vs. Global Agg. Treasuries Index, Yield to Worst Value should outperform Growth and follow the rise in global rates. Image: Morgan Stanley Wealth Management
Global Nonfinancial Equities – Earnings-Per-Share Growth and Capex Growth A recovery in global capex growth is expected in 2021. Image: Morgan Stanley Wealth Management
Global Money Velocity Growth Global money velocity growth is back to its pre-pandemic level, around zero. Image: Oxford Economics