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Is the Fed pivot going to lead to a decline? |
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00:01 -
13/02/24 |
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Holger
Zschaepitz: Is there a
Trump risk in the MSCI World? The rally on Wall Street has
meant that US equities now have a weighting of ~70% in the
popular MSCI World index. |
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FactSet:
The forward
12-month P/E ratio for SPX of 20.3 is above the 5-year
average (18.9) and above the 10-year average (17.7).
earnings |
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Cocoa soared to a new record high last
week |
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We've seen a record inflow into emerging market equities,
led in part by China's sovereign wealth fund and offshore
accounts buying onshore securities |
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