Search Results for: balance sheet

Growth in Gold Price and Central Bank Balance Sheets Chart suggesting that the growth of central bank balance sheets should drive gold prices higher. Image: BofA Global Research

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 Chart suggesting that the current market rally is not driven by fundamentals, but by the Federal Reserve’s liquidity support. Image: Real Investment Advice

FANG Stocks % Weight of S&P 500 and Fed Balance Sheet Chart suggesting the relationship between the Fed balance sheet and FANG stocks. Image: BofA US Equity and Quant Strategy

Fed Balance Sheet Fed bazooka is expecting to fade in coming months. Image: BofA Global Investment Strategy

G10 Central Bank Balance Sheets The total size of G10 central bank balance sheets has now surpassed $20 trillion. Image: Deutsche Bank

S&P 500 vs. Gold and Fed Balance Sheet The S&P 500 priced in gold has only retraced 40% of the decline, vs. 62% in fiat money. Image: Fidelity Investments

Fiscal and Monetary Policy – S&P 500 Real Total Return vs. the Fed Balance Sheet This chart shows the S&P 500 Real Total Return vs. the Fed balance sheet since 1937. Image: Fidelity Investments

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

ECB Balance Sheet, with Forecast Until End-2021 The ECB’s balance sheet is expected to expand further and hit 62% of GDP in 2021. Image: UBS