Rolling 10-Year Correlation of Real S&P 500 EPS Growth vs. Real U.S. and Global GDP Growth Real S&P 500 EPS growth tends to be more correlated to global than U.S. GDP growth. Image: BofA US Equity & Quant Strategy
Global Value Stocks Relative to Growth Stocks Is it time for investors to favor value stocks vs. growth stocks? Image: Financial Times
Global EPS – Global Earnings Growth This chart highlights the strong recovery in global earnings growth. Image: Fidelity Investments
Long-Term (6-10y) Real Global GDP Growth Forecast from Consensus Economics Long-term (6-10y) real global GDP growth forecast continues to decline. Image: Goldman Sachs Global Investment Research
Performance – Sector Sensitivity to U.S. and Global GDP Growth The financial and industrial sectors are the most correlated with global growth. Image: Goldman Sachs Global Investment Research
Global EPS Growth and South Korean Exports Chart suggesting that growth in South Korean exports can help forecast global EPS growth over the next 12 months. Image: BofA Global Investment Strategy
Global Oil Demand Growth by Sector Global oil demand is recovering sequentially as the world’s coronavirus lockdowns are being eased. Image: BofA Global Research
MSCI ACWI Value vs. Growth Relative Valuation and Global Manufacturing PMI Chart suggesting that value should outperform growth in the recovery phase. Image: Morgan Stanley Research
Global GDP Growth Forecasts BofA has revised lower 2020 GDP growth for 28 of 43 countries. Image: BofA Global Research
Global Real GDP – Latest World Economic Outlook Growth Projections This table suggests the coronavirus pandemic impact on growth across all regions. Image: International Monetary Fund
Global Quarterly Real GDP Growth Morgan Stanley forecasts global quarterly real GDP growth at -5.2% in Q2 2020. Image: Morgan Stanley Reasearch