Number of DM and EM Central Banks Easing Each Month Currently, most of the world’s central banks are easing, to boost money supply in the economy and stimulate economic growth. Picture source: J.P. Morgan
Liquidity Policies and Central Bank Balance Sheets Central bank balance sheets are rising again. Extreme liquidity policies keep BofAML bullish. Picture source: BofA Merrill Lynch
Commercial Bank – Credit Cards Interest Rate In the United States, the average credit card interest rate is 17.39%, at highest level in decades. Is the U.S. consumer doing well? Picture source: Deutsche Bank Global Research
Returns Driven by Central Banks? This chart suggests that equity and credit markets are no longer driven by fundamentals, at the moment. Picture source: Deutsche Bank Global Research
Bank Reserves and the U.S. Dollar This interesting chart shows the correlation between excess reserves held by banks at the Fed and the U.S. dollar. Picture source: Financial Times
Central Bank Rate Cuts Leads Global Manufacturing PMI This chart suggests that the net number of central banks cutting rates leads global manufacturing PMI by 8 months. Picture source: J.P. Morgan
Bank Reserves Held at the Fed Nice chart showing that overall deposits at the Fed from banks have fallen over the past year. Picture source: Reuters
World’s Central Banks Are Cutting Rates World’s central banks are lowering interest rates, in order to boost money supply in the economy and stimulate economic growth. Picture source: Charles Schwab
Foreign Bank Assets and Loans in China This interesting chart shows that foreign banks have a very small footprint in China. Picture source: Institute of International Finance
Percentage of Central Banks Easing Globally Currently, most of the world’s central banks are easing: 55% is the highest percentage since the global financial crisis. Picture source: UBS
