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
G4 Central Bank Balance Sheet Will central bank’s quantitative tightening increase pressure on financial markets? Image: BofA Global Investment Strategy
Central Bank Liquidity and “Big Tech” Market Capitalizations Will QT continue to impact tech stocks? Image: BofA Global Investment Strategy
Global Central Bank Hikes Central banks continue to hike interest rates aggressively to cool inflation. Image: BofA Global Investment Strategy
Central Bank Gold Purchases Central bank appetite for gold remains strong. Image: BofA Global Research
Proportion of Global Central Banks Hiking Central banks around the world are clearly in tightening mode in response to inflation. Image: Goldman Sachs Global Investment Research
Global Central Bank Rate Cuts vs. Hikes Don’t fight the central banks. Image: BofA Global Credit Research
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