Search Results for: central bank

Monthly Number of Global Central Bank Rate Cuts Central banks across the globe are currently cutting interest rates at the fastest pace since 2020. Image: BofA Global Investment Strategy

Tech Stocks – G3 Central Bank Balance Sheet vs. Nasdaq 100 Will the divergence between central bank liquidity and the performance of tech stocks persist in 2024? Image: BofA Global Investment Strategy

Time Series of the S&P 500, Highlighting Periods of Stress and Response from Central Banks Post the 2013 Taper Tantrum, the interventions by central banks during market dips provided buying opportunities for investors to generate excess returns, rather than reasons to panic or sell off their investments. Image: BofA Global Research

Number of Global Central Bank Hikes and Cuts The current trend of global central banks cutting interest rates at the fastest pace since August 2020 could significantly impact financial markets, borrowing costs, and overall economic activity. Image: Deutsche Bank

Global Central Bank Balance Sheets The ongoing trend of central banks purchasing global debt since 2008, will depend on dynamic economic conditions, inflationary forces, and the specific monetary policy goals of each individual central bank. Image: Real Investment Advice

G10 Central Bank Balance Sheets The shrinking of G10 central bank balance sheets is a significant factor that can impact liquidity and potentially act as a headwind for equities. Image: Deutsche Bank

Monthly Flow of G4 Central Bank Asset Purchases As the chart shows, the pace and magnitude of balance sheet reductions can vary across central banks. Image: Deutsche Bank

Liquidity Policies and Central Bank Balance Sheets Central banks have barely decreased the amount of QE stock. Image: BofA Merrill Lynch

Global Central Bank Rate Cuts vs. Hikes Since the beginning of the year, there have been more global rate hikes than global rate cuts. Image: BofA Global Credit Research

Aggregate G6 Central Bank Balance Sheet Will central bank’s quantitative tightening put downward pressure on equity markets in 2023/2024? Image: BofA Global Research