U.S. Bank Reserves as a Percent of GDP

U.S. Bank Reserves as a Percent of GDP As bank reserves relative to GDP gradually return to normal levels, they will no longer contribute to the upward momentum of equity valuation multiples. Image: Morgan Stanley Wealth Management

S&P 500 and Bank Reserves

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

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

Bank Reserves and the U.S. Dollar

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

Reserve Bank Credit, Treasury Securities and MBS

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

Global Gold Reserves vs. Global Dollar Reserves

Global Gold Reserves vs. Global Dollar Reserves Amid rising geopolitical tensions and a shifting global financial landscape, central banks worldwide are increasingly favoring gold over the U.S. dollar as a reserve asset. Image: Blomberg

Gold – Composition of Global Official Reserves

Gold – Composition of Global Official Reserves Driven by record central bank purchases and a sharp rise in price, gold has surpassed the euro as the world’s second-largest reserve asset. Image: Financial Times