Macro
CycleMacro contextEconomic growthInflation & jobsCentral banks
Markets
Sentiment monitorRelative speedDriversValuations
Explore
EQTY ratios
Rankings
FI ratios

Relative Equity performance - direction of travel

Clues
Stoxx 600 (EU) vs. S&P 500 (US)
Stoxx 600 faster
20-07-202624-07-202628-07-202630-07-202604-08-202606-08-202610-08-202612-08-202614-08-202618-08-20261x2x
EU Value vs Growth
EU Growth wins
20-07-202624-07-202630-07-202605-08-202611-08-202617-08-2026-8%-6%-4%-2%2%4%
US Value vs Growth
US Value wins
20-07-202628-07-202604-08-202610-08-202614-08-2026-2%2%4%
EU Cyclical vs Defensive
EU Cyclicals win
20-07-202624-07-202630-07-202605-08-202611-08-202617-08-20262x4x6x
US Cyclical vs Defensive
US Defensives win
20-07-202627-07-202603-08-202607-08-202613-08-202619-08-2026-4x-2x2x4x
EU Small vs Large Caps
EU Large Caps win
17-07-202623-07-202629-07-202604-08-202610-08-202614-08-2026-2x-1x1x
US Small vs Large Caps
US Large Caps wins
20-07-202628-07-202604-08-202610-08-202614-08-2026-2x-1x1x2x
Explore
EQTY ratios
Rankings
FI ratios