Rate Decisions by Global Central Banks

Rate Decisions by Global Central Banks This chart puts into perspective rate decisions by central banks around the world. Global central banks haven’t cut this much since the Great Financial Crisis.

Business Loans at U.S. Banks

Business Loans at U.S. Banks Business loans at U.S. banks are tightly connected to the real economy and stalled in second half of this year. Image: Financial Times

Euro Area Banks Relative Valuation

Euro Area Banks Relative Valuation The relative valuation of euro area banks is still below the levels of the financial crisis, due to falling interest rates and negative rates in Europe. Image: Bloomberg

G4 Central Bank QE and Emerging Markets Equities

G4 Central Bank QE and Emerging Markets Equities This chart suggests that G4 central bank stimulus would support emerging markets equities in 2020 (R = 0.94 since 2016). Image: BofA Global Research