Search Results for: bank

Central Bank Liquidity and “Big Tech” Market Capitalizations Will the expansion of the Fed’s balance sheet continue to push big tech stocks higher? Image: BofA Global Investment Strategy

Major Central Bank Balance Sheets vs. Total Value of Global Stock and Bond Markets Are central banks creating bubbles? Image: Lohman Econometrics

Bank Loan Flows Investors are positioning for tapering and inflation. Image: BofA Global Investment Strategy

Performance – S&P 500 Banks vs. S&P 500 and 2-10 Year Spreads Historically, banks tend to outperform the S&P 500 in periods of modest inflation. Image: BofA Global Research

Central Banks – Quarterly Pace of Fed, ECB, BoJ, BOE Net Purchases (Quantitative Easing – QE) Is it time to talk about tapering quantitative easing? Image: BofA Global Research

Tech Stocks – Central Bank Balance Sheet vs. Big Tech Market Capitalization Are markets too optimistic about Fed tapering? Image: BofA Global Investment Strategy

Performance – S&P Banks / S&P 500 and U.S. 10-Year Treasury Yield Bank stocks could benefit from the steepening yield curve and outperform the S&P 500. Image: BCA Research

S&P 500 and Bank Reserves U.S. excess liquidity is expected to rise significantly and tends to push equities higher. Image: Nordea and Macrobond

Big Tech Stocks – Central Bank Liquidity and Market Capitalization of Apple, Amazon, Facebook, Google, Microsoft, Netflix and Tesla Central bank liquidity tends to push big tech stocks higher. Image: BofA Global Research

Cash – Cumulative Increase in Savings Deposits at Commercial Banks Household excess liquidity remains strong. Is it a contrarian bullish signal for stocks? Image: Morgan Stanley Wealth Management