Fed Balance Sheet % of GDP

Fed Balance Sheet % of GDP BofA expects the Fed balance sheet to reach 42% of U.S. GDP in 2021. Image: BofA Global Research

Major Central Bank Balance Sheets

Major Central Bank Balance Sheets JPMorgan expects asset price inflation, as the expansion of global central bank balance sheets could reach $5tn in 2021. Image: Financial Times

U.S. Companies – Record Balance Sheet Cash

U.S. Companies – Record Balance Sheet Cash U.S. companies have accumulated record amounts of cash on their balance sheets to absorb the shock of the coronavirus pandemic and lockdown measures. Image: J.P. Morgan US Equity Strategy & Global Quantitative Research

Indexed Relative Performance – Strong vs. Weak Balance Sheets

Indexed Relative Performance – Strong vs. Weak Balance Sheets Companies with strong balance sheet have outperformed companies with weak balance sheet year-to-date, as companies with weak balance sheet typically invest less. Image: Goldman Sachs Global Investment Research