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Transcription:

Performance 217: Global Stock Markets January 2, 218 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box

Table Of Contents Table Of Contents Performance 217: World Indexes 3 Performance 217: Europe 6-7 Performance 217: Emerging Markets 8-11 Performance 217: Misc 12-13 January 2, 218 / Performance 217: Global Stock Markets www.

4 3 Figure 1. Performance 217: World Indexes 4 3 3 2 2 All Country (21.6) Emerging Markets (34.3) EMU (2.3) Japan (21.8) UK (17.4) US (19.) 3 2 2 217 3 2 2 Figure 2. All Country (17.) Emerging Markets (27.8) EMU (.2) Japan (17.6) UK (7.2) US (19.) 3 2 2 217 Page 3 / January 2, 218 / Performance 217: Global Stock Markets www.

3 2 2 Figure 3. EMU (2.3) Europe (22.1) UK (17.4) Performance 217: World Indexes 3 2 2 217 Source: Morgan Stanley Capital International and Standard & Poor s Corporation. Figure 4. EMU (.2) Europe (.) UK (7.2) 217 Source: Morgan Stanley Capital International and Standard & Poor s Corporation. Page 4 / January 2, 218 / Performance 217: Global Stock Markets www.

4 4 3 3 2 Figure. All Country World (21.6) Emerging Markets: Latin America (2.8) Emerging Markets (34.3) Emerging Markets: Asia (4.1) Performance 217: World Indexes 4 4 3 3 2 2 2 217 4 3 3 2 Figure 6. All Country World (17.) Emerging Markets (27.8) Emerging Markets: Asia (33.3) Emerging Markets: Latin America (19.2) 4 3 3 2 2 2 217 Page / January 2, 218 / Performance 217: Global Stock Markets www.

3 Figure 7. Performance 217: Europe 3 2 2 France (26.) Germany (2.2) Sweden (17.8) Switzerland (19.8) United Kingdom (17.4) 2 2 217 2 Figure 8. 2 France (.7) Germany (.) Sweden (6.1) Switzerland (14.9) United Kingdom (7.2) 217 Page 6 / January 2, 218 / Performance 217: Global Stock Markets www.

4 Figure 9. Performance 217: Europe 4 3 Greece (27.1) Ireland (16.8) Italy (2.2) Spain (24.4) 3 2 2 - - -2 217 Source: Morgan Stanley Capital International -2 2 2 Figure. 2 2 Greece (11.6) Ireland (2.6) Italy (9.9) Spain (9.3) - - - 217 - Page 7 / January 2, 218 / Performance 217: Global Stock Markets www.

6 4 3 Figure 11. Brazil (21.) China (1.1) India (36.8) Russia (.3) Performance 217: Emerging Markets 6 4 3 2 2 - - -2-3 217-2 -3 6 Figure 12. 6 4 3 Brazil (23.3) China (2.1) India (28.7) Russia (-4.4) 4 3 2 2 - - -2 217-2 Page 8 / January 2, 218 / Performance 217: Global Stock Markets www.

8 7 6 Figure 13. Argentina (72.3) Brazil (21.) Chile (39.8) Mexico (13.6) Performance 217: Emerging Markets 8 7 6 4 4 3 3 2 2-217 - 8 7 Figure 14. 8 7 6 Argentina (72.3) Brazil (23.3) Chile (28.3) Mexico (7.8) 6 4 4 3 3 2 2-217 - Page 9 / January 2, 218 / Performance 217: Global Stock Markets www.

3 2 Figure. Indonesia (22.) Malaysia (21.1) Pakistan (-28.) Philippines (23.3) Performance 217: Emerging Markets 3 2 - - -2-2 -3-3 -4 217-4 3 Figure 16. 3 2 Indonesia (22.8) Malaysia (9.2) Pakistan (-23.9) Philippines (23.8) 2 - - -2-2 -3-3 -4 217-4 Page / January 2, 218 / Performance 217: Global Stock Markets www.

4 4 3 3 2 2 Figure 17. Performance 217: Emerging Markets Singapore (3.9) South Korea (4.) Taiwan (23.8) 217 4 4 3 3 2 2 4 4 Figure 18. 4 4 3 3 Singapore (21.2) South Korea (29.) Taiwan (14.3) 3 3 2 2 2 2 217 Page 11 / January 2, 218 / Performance 217: Global Stock Markets www.

3 2 Figure 19. Australia (14.9) Canada (13.6) South Africa (33.1) Performance 217: Misc 3 2 2 2 217 3 3 2 Figure 2. Australia (6.4) Canada (6.1) South Africa (2.) 3 3 2 2 2 217 Page 12 / January 2, 218 / Performance 217: Global Stock Markets www.

6 Figure 21. Performance 217: Misc 6 4 China (1.1) Japan (21.8) South Korea (4.) Taiwan (23.8) 4 3 3 2 2-217 - 6 Figure 22. 6 4 China (2.1) Japan (17.6) South Korea (29.) Taiwan (14.3) 4 3 3 2 2-217 - Page 13 / January 2, 218 / Performance 217: Global Stock Markets www.

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