Tech Stocks – G3 Central Bank Balance Sheet vs. Nasdaq 100 Will the recent divergence between central bank liquidity and the performance of tech stocks continue? Image: BofA Global Investment Strategy
G3 Credit Impulse and Global Manufacturing PMI (Leading Indicator) G3 credit impulse tends to lead global manufacturing PMI by 12 months. Image: Nordea and Macrobond
G3 Credit Impulse and MSCI ACWI vs. 10-Year UST (Leading Indicator) Is it time to switch to defensives? Image: Oxford Economics
Brent Crude Oil and GDP G3 (Leading Indicator) Brent crude oil prices tend to lead GDP G3 growth by 15 months. Image: Nordea and Macrobond
G3 Credit Impulse and Commodities (Leading Indicator) G3 credit impulse tends to lead commodity prices by 12 months. Image: Nordea and Macrobond
Major Central Bank Balance Sheets and Emerging Market Equities Chart suggesting that the growth in G3 central bank balance sheets is positive for emerging market equities. Image: Oxford Economics