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
Atlanta Fed GDPNow U.S. Real GDP Estimate The GDPNow model estimate for U.S. real GDP growth is now 1.8% for 2019:Q4. Image: Federal Reserve Bank of Atlanta
Philly Fed Leading Index and Recession The Philly Fed Leading Index for the United States suggests that the U.S. economy is still in expansion mode over the next 6 months. Image: Federal Reserve Bank of Philadelphia
Fed Funds vs. Private Sector Wage Growth The last three U.S. economic expansions ended with the Federal Reserve hiking to curb wage growth, but not this time. That’s quite bullish. Image: BofA Global Research
Probability of U.S. Recession Calculated from the Yield Curve The probability of U.S. recession over the next 12 months, calculated from the yield curve, decreased to 27% in December. Image: Federal Reserve Bank of Cleveland
Treasury Holdings: Who Are the Major Foreign Holders of U.S. Treasury Securities? Currently, the two major foreign holders of U.S. Treasury securities are Japan and China. Japan surpasses China as largest foreign holder of U.S. Treasuries. Image: Department of the Treasury/Federal Reserve Board Click the Image to Enlarge