Search Results for: bank

Japanese Banks Stock Price Index vs. Japanese Stocks Given the increase in Japanese government bond yields, should investors favor Japanese bank stocks? Image: BofA Global Investment Strategy

Global Central Bank Balance Sheets While central banks have been active buyers of global debt since 2008, the continuation of this trend will depend on the evolving economic conditions, inflationary pressures, and the monetary policy objectives of individual central banks. Image: Real Investment Advice

Tech Stocks – G3 Central Bank Balance Sheet vs. Nasdaq 100 Will the recent divergence between central bank liquidity and the performance of tech stocks continue? Image: BofA Global Investment Strategy

Liquidity Policies and Central Bank Balance Sheets Central banks have barely decreased the amount of QE stock. Image: BofA Merrill Lynch

Bank Loan Flows Bank loan flows are positive, which is good news. Image: BofA Global Investment Strategy

Global Central Bank Rate Cuts vs. Hikes Since the beginning of the year, there have been more global rate hikes than global rate cuts. Image: BofA Global Credit Research

Recession – U.S. 5-Year Treasury Yield and Banks vs. S&P 500 A steeper U.S. yield curve will benefit banks. Image: BofA Global Investment Strategy

Performance – U.S. Banks vs. Europe Banks Can European banks continue to outperform U.S. banks in 2023? Image: BofA Global Investment Strategy

S&P 500 and Last Hike in Federal Reserve Bank Rate Hiking Cycles The last Fed rate hike is not necessarily bearish for U.S. stocks over the next 12 months. Image: Carson Investment Research

Aggregate G6 Central Bank Balance Sheet Will central bank’s quantitative tightening put downward pressure on equity markets in 2023/2024? Image: BofA Global Research