Search Results for: bank reserve

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

Bank Reserves and S&P 500 J.P. Morgan suggests that Fed-injected liquidity is not the reason for the rise in the valuation of risk assets. Image: J.P. Morgan

Central Bank Reserve Holdings of Gold For the first time since the end of WWII, central banks are increasing their holdings of gold to diversify their reserves away from the U.S. dollar, amid trade tensions. Image: Bernstein

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. Image: Financial Times

Bank Reserves Held at the Fed Nice chart showing that overall deposits at the Fed from banks have fallen over the past year. Image: Reuters

Interest Rates – S&P 500 Index and Federal Reserve Bank Rate Hikes per Year Historically, if the U.S. economy isn’t in a recession, the S&P 500 tends to do well during Fed rate hikes. Image: LPL Research

Federal Reserve Bank of New York Weekly Ecocomic Index and U.S. 10-Year Treasury Yield While the U.S. 10-year Treasury yield tends to follow the direction of macroeconomic indicators, it has decoupled from fundamentals. Image: Morgan Stanley Wealth Management

U.S. Money Supply M2 and Reserves of the Banking System U.S. money supply M2 shows significant jumps in growth, which could affect future inflation. Image: Financial Times

Reserve Bank Credit, Treasury Securities and MBS This chart shows how Reserve Bank credit has increased, as the Fed has continued to add treasury securities to its balance sheet. Image: Wells Fargo Investment Institute

U.S. 10Y-2Y Yield Curve and Fed Balance Sheet Total Reserves What is the risk of tapering? After Dec-13 tapering, the U.S. Treasury yield curve flattened considerably. Image: Deutsche Bank