Fed’s Balance Sheet Growth

Fed’s Balance Sheet Growth The growth of the Fed’s balance sheet has a good correlation with the S&P 500 since 2009. How will the U.S. stock market do the rest of the year? Image: Financial Times

Aggregate G6 Central Bank Balance Sheet

Aggregate G6 Central Bank Balance Sheet Central bank balance sheets are expected to increase to $28 trillion by the end of 2021. Image: BofA Global Research

Fed Balance Sheet Forecast

Fed Balance Sheet Forecast To infinity and beyond? The Fed balance sheet could grow at a sustained pace to fill the “policy gap”. Image: Deutsche Bank

Central Bank Balance Sheets as % of GDP

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

G4 Central Bank Balance Sheet

G4 Central Bank Balance Sheet The combined G4 central bank balance sheet (Fed, ECB, BoJ, BoE) should continue to expand further. Image: J.P. Morgan

Fed Balance Sheet vs. S&P 500

Fed Balance Sheet vs. S&P 500 Chart suggesting that the current market rally is not driven by fundamentals, but by the Federal Reserve’s liquidity support. Image: Real Investment Advice