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
Major Economies Central Banks Total Assets and MSCI ACWI Central bank balance sheet expansion is expected to push equities higher. Image: BofA Global Research
G4 Central Banks’ Balance Sheets – Projection The G4 central banks’ balance sheet is expected to reach $29.6 trillion by year-end 2022. Image: Morgan Stanley Research
Central Bank Liquidity and the Market Capitalization of Tech Stocks Central bank liquidity tends to push tech stocks higher. Image: BofA Global Investment Strategy
Equities – FANG+ Index vs. Major 5 Central Banks Index The expansion of central bank balance sheets tends to push tech giants higher. Image: Deutsche Bank
G10 Central Bank Government Bond Holdings Most central banks are expected to maintain the pace of their asset purchases through the rest of 2021. Image: Nordea and Macrobond
Forecast – G4 Central Banks’ Balance Sheet Through 2022 The G4 central banks’ balance sheet is expected to reach $29.3 trillion by year-end 2022. Image: Morgan Stanley Research
Major Central Bank Balance Sheets JPMorgan expects asset price inflation, as the expansion of global central bank balance sheets could reach $5tn in 2021. Image: Financial Times
Central Banks and U.S. Financial Conditions Index (FCI) If the Fed, the ECB and the BoE wait until 2025 before raising rates, financial conditions should remain very easy. Image: Goldman Sachs Global Investment Research
G10 Central Bank Expected Average Monthly Quantitative Easing (QE) in 2021 Central banks are expected to provide more liquidity to markets in 2021. Image: Morgan Stanley Research