S&P 500 Real Total Return and Federal Reserve Balance Sheet As this chart illustrates, the Fed balance sheet could grow to $10 trillion, equivalent to 49% of U.S. GDP. Image: Fidelity Investments
Federal Reserve’s Balance Sheet The Federal Reserve’s balance sheet could exceed US$ 9 trillion at the end of 2020, equivalent to more than 40% of US GDP. Image: Financial Times
Federal Reserve Balance Sheet: Assets and Liabilities This chart shows the total assets and liabilities of the Federal Reserve. According to the NY Fed, the Fed’s balance sheet could be between $3.8 trillion and $4.7 trillion by 2025. Image: BofA Global Research
Federal Reserve’s Balance Sheet and “Not QE” Welcome to “Not-QE”. The Fed’s balance sheet is expanding at fastest rate since the Great Financial Crisis. Image: US Global Investors
Federal Reserve Broad Dollar Indexes The dollar’s current level in real terms is elevated, but lower than previous peaks. Image: Peterson Institute for International Economics
Federal Reserve’s Balance Sheet This chart shows the Federal Reserve total assets. According to the NY Fed, the Fed’s balance sheet could be between $3.8 trillion and $4.7 trillion by 2025. Image: Wells Fargo Securities, LLC
Federal Reserve Money Supply M2 Leads Global Manufacturing PMI Chart suggesting that the Federal Reserve money supply M2 leads global manufacturing PMI by 18 months. Image: Nordea and Macrobond
Fed Funds Future The Federal Reserve also sees near-zero interest rates lasting through 2022 to curb economic damage of the coronavirus. Image: Goldman Sachs Global Investment Research
Central Bank Balance Sheets as % of GDP The Federal Reserve appears as the central bank with the highest room to increase its balance sheet. Image: Deutsche Bank
New York Fed GDP Nowcast The New York Fed’s GDP Nowcast stands at -9.3% for 2020:Q2. Image: Federal Reserve Bank of New York