Rate Decisions by Global Central Banks

Rate Decisions by Global Central Banks This chart puts into perspective rate decisions by central banks around the world. Global central banks haven’t cut this much since the Great Financial Crisis.

G4 Central Bank QE and Emerging Markets Equities

G4 Central Bank QE and Emerging Markets Equities This chart suggests that G4 central bank stimulus would support emerging markets equities in 2020 (R = 0.94 since 2016). Image: BofA Global Research

Central Banks – Market Risk Trend and Economic Policy Trend

Central Banks – Market Risk Trend and Economic Policy Trend Chart suggesting that risk assets’ sensitivity to political risks has been neutralized by central banks’ QE and dovish monetary policy stance. Image: Image: BofA Global Research

Central Bank Gold Purchases

Central Bank Gold Purchases This year, central banks are purchasing gold at record highs, due to geopolitical tensions. Image: Goldman Sachs Global Investment Research