Search Results for: credit

Advanced Economies – Household Sector Credit To GDP Are household balance sheets a potential source of risk? Image: BCA Research

China Credit Impulse and U.S. 10-Year Treasury Yield (Leading Indicator) China’s credit impulse tends to lead the U.S. 10-Year Treasury yield by one year. Lower Treasury yields ahead? Image: Alpine Macro

China Credit Impulse and Euro to U.S. Dollar (EUR/USD) – Leading Indicator China credit impulse tends to lead EUR/USD by 12 months. Image: Nordea and Macrobond

China Credit and Fiscal Impulse and Commodities (Leading Indicator) China credit and fiscal impulse tends to lead commodity prices by 9 months. Image: BCA Research

Bubbles – History of Credit Investors’ Biggest Perceived Risks Is there a credit bubble in the making? Image: BofA Global Research

China Credit Impulse and Corporate Financing Index China credit impulse is weakening as Beijing orders banks to limit loan growth for rest of the year. Image: Alpine Macro

China Credit Impulse Leads Global Manufacturing PMI China credit impulse tends to lead global manufacturing PMI by 12 months. Credit impulse is the change in new credit issued as a percentage of GDP. Image: Nordea and Macrobond

Euro to U.S. Dollar (EUR/USD) and China’s Credit Impulse (Leading Indicator) China’s credit impulse tends to lead the EUR/USD by 12 months. Image: Nordea and Macrobond

Euro to U.S. Dollar (EUR/USD) and China’s Credit Cycle (Leading Indicator) China’s credit cycle tends to lead the EUR/USD by one year. Image: Alpine Macro

Volatility – IG Credit Spreads vs. VIX IG credit spreads could suggest that VIX should be at 20. Image: BofA