World Markets Review | Capital Group

World Markets Review

Global stocks moved sideways, pressured by the worsening U.S.-China trade war and signs of slowing global economic growth. Numerous central banks cut interest rates in a bid to counter the damaging effects of rising tariffs and declining manufacturing activity. Emerging markets stocks experienced the biggest losses, while U.S. and Japanese markets fared considerably better. Bond markets rallied.

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Global stocks and bonds advanced and several key market indexes hit record highs. Investor sentiment improved as central banks around the world made it clear that the era of easy monetary policy is far from over. Diminishing trade tensions near the end of the quarter also contributed to market gains as world leaders met in Japan to discuss trade and other issues at the G-20 summit.

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Global stocks rallied on signs of progress in U.S.-China trade negotiations and clear indications that the U.S. Federal Reserve has placed its interest rate-hiking plans on hold. Easing monetary policy in Europe and China also helped to boost markets as central bankers around the world acknowledged the impact of slowing global economic growth.

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INSIGHTS  |  March 2019

World Markets Review for February 2019

Global stocks extended an early-year rally sparked by hopes that a compromise deal is near in long-running U.S.-China trade negotiations. Gains also were fueled by official indications that plans for tighter monetary policy in the U.S. and Europe may be on hold for now, boosting shares of cyclical companies. Global stocks rose 11% during the first two months of the year in U.S. dollar terms.

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INSIGHTS  |  February 2019

World Markets Review for January 2019

Global stocks advanced on signs of progress in U.S.-China trade negotiations and hints that monetary tightening may be on hold in the U.S. and Europe. Markets rebounded from a tough fourth quarter to post one of the strongest January results in years, lifted by shares of economically sensitive and trade-dependent companies.

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Global stocks declined on an annual basis for the first time since 2015 after a punishing fourth-quarter sell-off. Rising interest rates and a decidedly unfriendly global trade environment threatened to halt one of the longest-running bull markets in history.

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INSIGHTS  |  December 2018

World Markets Review for November 2018

Global stocks rose modestly in November, rebounding from a sharp October selloff, amid signs that the U.S. Federal Reserve may soften its monetary tightening stance in 2019. U.S., Japanese and emerging markets stocks all moved higher, while European equities declined on continuing trade and economic uncertainty in the 19-member eurozone.

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INSIGHTS  |  November 2018

World Markets Review for October 2018

Global stocks tumbled in October, pressured by rising U.S. interest rates, worsening global trade relations and investor concerns about lofty valuations among technology and consumer tech companies. The powerful sell-off was initially triggered by surging Treasury bond yields, which were boosted by signs of stronger-than-expected U.S. economic activity.

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Global equities rallied amid strong corporate earnings and solid economic growth in developed markets. U.S. stocks hit a series of new record highs during the quarter. Emerging markets stocks, on the other hand, were generally flat to negative, hurt by a strong U.S. dollar, higher interest rates and worries about global trade tensions.

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INSIGHTS  |  September 2018

World Markets Review for August 2018

Global equities advanced on strong corporate earnings and solid U.S. economic growth. U.S. stocks rose to new record highs, supported by a long-running rally in the technology sector. Outside the U.S., markets were generally flat to down amid investor worries over deteriorating global trade relations and a strengthening dollar.

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INSIGHTS  |  August 2018

World Markets Review for July 2018

Global equities moved higher, supported by strong corporate earnings growth and signs of a rapidly accelerating U.S. economy. Investor sentiment improved despite ongoing international trade disputes, political uncertainty and higher interest rates. Eurozone and emerging markets stocks advanced, bouncing back from a rough first half of the year.

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Global stocks rose modestly despite signs of slowing economic growth in Europe and Japan, deteriorating trade relations and rising U.S. interest rates. In a volatile quarter, markets came under pressure largely due to trade and political turmoil, but strong earnings growth among select companies helped to boost investor sentiment.

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INSIGHTS  |  June 2018

World Markets Review for May 2018

Global stocks were essentially flat as modest gains in U.S. equities were offset by declines in Europe, Japan and some developing countries. Markets came under pressure late in the month amid political turmoil in Italy and Spain, signs of slowing economic growth in Europe and Japan, and deteriorating global trade relations.

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INSIGHTS  |  May 2018

World Markets Review for April 2018

Global stocks rose modestly amid solid corporate earnings reports and ongoing central bank stimulus measures. Gains were tempered by signs of slowing economic growth in the U.S., Europe and Japan, as well as worries about rising U.S.-China trade tensions. A resurgent U.S. dollar and higher interest rates weighed on emerging markets.

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Global stocks declined amid investor worries about rising interest rates, mounting inflation pressures and escalating trade tensions between the U.S. and China. Talk of a potential trade war sent developed-market stocks reeling at various times throughout the quarter, while emerging markets stocks powered through the turmoil.

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INSIGHTS  |  March 2018

World Markets Review for February 2018

Global stocks fell sharply amid investor worries that a strengthening U.S. economy may prompt the Federal Reserve to raise interest rates at a faster-than-expected pace. Signs of inflationary pressures sparked a rapid sell-off in late January and early February, resulting in the first correction, or 10% loss, for U.S. stocks since early 2016.

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INSIGHTS  |  February 2018

World Markets Review for January 2018

Global stocks entered the new year on a high note, lifted by signs of an improving outlook for the world economy and strong corporate earnings growth. Economic data in the U.S., Europe and Japan showed a clear global acceleration trend, while many emerging markets also experienced surging business activity and rallying equity markets.

Economically sensitive stocks outpaced defensive sectors across the board. The consumer discretionary and information technology sectors posted the largest gains, supported by solid holiday retail sales and impressive earnings at tech industry giants. Utilities, real estate and telecommunication services stocks lagged the overall market.

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