Global Equity Market Sentiment Index vs. Global Economic Growth Momentum If the global equity market sentiment index remains below zero, it could suggest a slowdown in economic momentum. Image: Nomura
Seasonality of U.S. Equity Market Sentiment Index This chart puts into perspective the seasonal pattern in U.S. equity sentiment. Image: Nomura
Ownership Breakdown of the U.S. Equity Market Chart showing who owns the U.S. equity market. Image: Goldman Sachs Global Investment Research
Annualized EPS Growth Across Major Global Equity Markets Goldman Sachs expects that EPS will modestly accelerate to 6% in the U.S. next year. Image: Goldman Sachs Global Investment Research
U.S. Equity Market Outperformance According to Gavekal, U.S. outperformance is mainly cyclical, not structural, and best investment opportunities could be in non-US assets. Image: Gavekal, Macrobond
Equity Market Tops Interesting chart showing equity market tops. The U.S. equity market hasn’t yet reached its peak. Image: DoubleLine
Equity Markets and QE Chart suggesting that equity markets tend to move higher during QE periods. Image: J.P. Morgan
European Equity Market Sentiment Index The chart shows that the European equity market sentiment has deteriorated. Image: Nomura
Equity Market Driven by Bonds Not Profits The chart shows a widening gap between cyclicals and bond proxies. It is clearly a cyclical bear market within a bull market, as during the dotcom bubble. Image: Societe Generale Cross Asset Research
U.S. Equity Market Performance since 1914 Excellent comparison between real (adjusted for inflation) and nominal returns on U.S. equities. Image: Saxo Bank
Equity Market Performance Around Bear Markets Interesting chart showing the average return before and after equity market peaks from 1945 to 2018. You may also like “First, Middle, Final Years of S&P 500 Bull Markets since 1975.” Image: J.P. Morgan Asset Management