Central Banks – Global Monetary Policy Stimulus Leads Global Manufacturing PMI Global monetary policy stimulus tends to lead global manufacturing PMI by 8 months. Is a hard landing inevitable? Image: Topdown Charts
Global Central Bank Rate Cuts vs. Hikes Don’t fight the central banks. Image: BofA Global Credit Research
Central Bank Liquidity and “Big Tech” Market Capitalizations What impact will QT have on the tech bull market? Image: BofA Global Investment Strategy
Net Percentage of Central Banks Tightening More central banks are hiking rates to compensate for rising inflation. Image: BofA Merrill Lynch Global Investment Strategy
Total Central Bank Assets as a % of GDP The pace of major central bank purchases is expected to turn negative. Image: Goldman Sachs Global Investment Research
US vs. China – Fiscal Balance and Central Bank Assets As the chart shows, the U.S. and China have two very different policy responses to the pandemic crisis. Image: Alpine Macro
Aggregate G6 Central Bank Balance Sheet Will G6 central bank balance sheet stabilize in 2022? Image: BofA Global Research
Central Bank Gold Purchases Central bank appetite for gold remains strong. Image: BofA Global Research
Central Bank Asset Purchases The pace of global central bank purchases is expected to turn negative next year. Image: BofA Global Investment Strategy
Major Central Bank Assets vs. S&P 500 Index The expansion of central bank balance sheets tends to push the S&P 500 Index higher. Is the sky the limit? Image: Lohman Econometrics