Market Capitalization or Outstandings (for Sub-Prime) for Various Markets as a Percentage of Global GDP Following the recent plunge in cryptocurrency prices, cross-asset consequences have been mild, despite the global cryptocurrency market size. Image: J.P. Morgan
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
Technology as a Share of Global Equity Market Capitalization Tech accounts for 33% of global equity market capitalization. Is it a peak? Image: BofA Global Research
Valuation – MSCI ACWI World Market Capitalization to Global GDP Ratio The MSCI ACWI World Market Capitalization to GDP ratio is at record high. Image: Morgan Stanley Research
Global Equity Market Sentiment Global investors are still optimistic, as global stock market sentiment remains above its one-year rolling average. Image: Nomura
FMS Investors – Global Emerging Markets FMS investors expect to overweight global emerging markets over the next 12 months. Image: BofA Global Fund Manager Survey
Share of Various Bonds Outstanding in Global Bond Market by their Yields More than 70% of global bonds have a yield below 1%. Image: Deutsche Bank
Returns in the S&P Global BMI (Broad Market Index) Since 1995 Market returns in November were very high. Could investors see a Santa Claus rally? Image: S&P Dow Jones Indices
Japan and Global Equity Markets With a soft domestic economy, Japan’s equity market has lagged global equities. Image: Gavekal, Macrobond
Market-Implied Global Growth Markets are already pricing in global growth close to its long-term average. Image: UBS