Tag: global equities

Global Equity Valuations Undergo Minor Reset: Is That Enough?

The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and investor sentiment),...

Global Equities Market Breadth Breakdown

The latest price action across global equities has driven a deterioration in market breadth. The 50-day moving average breadth indicator for the 70 countries we...

The Winners and Losers in Global Equities

For any investors who have been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of...

Consumer Sentiment Follows Global Equities To New Highs

Over the weekend, I shared a chart brief on my website looking at two sentiment charts while discussing their role alongside the rally in...

Global Equity Profits Rebounding At The Margin

As global equity markets have moved higher and higher since what was arguably the start of a new bull market in 2016, a number...

Global Equities Still Riding Coattails of Economic Expansion

The Global Expansion Continues In this post, I will focus on the positive forces that are driving the global economy... and the benefit its offered...

Is Global Consumer Sentiment Hinting At A Correction?

Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite Emerging Markets (EM) index rebounded from the...

Global Equities Trading Update: 3 Charts I’m Watching

Here's a brief update on global equities for today.  But first, let's review today's economic data. Jobless Claims came in largely inline at 247k vs...

What To Expect When You’re Expecting Returns

This article talks through a recent piece of investing analysis I did on expected returns.  For clarity when I say expected returns I mean...

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