Keyword: bank

Cash – Banknotes and Coins in Circulation as a Percentage of GDP This chart suggests that negative interest rates can increase the demand for cash. Image: Deutsche Bank Global Research

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.

S&P 500 Return vs. Economic Data and Central Bank Balance Sheets Charts suggesting that economic data drives S&P 500 returns, not central bank balance sheets. Image: Arbor Research & Trading LLC

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

Monthly Flow of G4 Central Bank Asset Purchases Expanding economies and central bank stimulus should support financial markets in 2020. Image: Deutsche Bank Global Research

World Sovereign Debt and Global Central Banks’ Holdings of Domestic Sovereign Debt Central Banks now own a high percentage of all global sovereign debt, leading to higher debt levels in coming years. Image: BofA Merrill Lynch Global Research

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

How Major Central Banks Will Change Interest Rates by the End of 2020 Chart suggesting that 2020 appears to be a quieter year for monetary policy. Image: Bloomberg

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