Search Results for: credit

Euro to U.S. Dollar (EUR/USD) and China Credit Impulse – Leading Indicator China credit impulse tends to lead EUR/USD by 14 months. Image: Nordea and Macrobond

U.S. Equity Implied Volatility and Credit High Yield Spreads U.S. equity implied volatility remains at relatively high levels. Image: Goldman Sachs Global Investment Research

G3 Credit Impulse and Commodities (Leading Indicator) G3 credit impulse tends to lead commodity prices by 12 months. Image: Nordea and Macrobond

Net Free Credit and the S&P 500 Should equity investors worry about high leverage? Image: BofA Global Research

S&P 500 and U.S. M2 Minus Bank Credit (Leading Indicator) U.S. M2 minus bank credit tends to lead the S&P 500 by 6 months. 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

China Credit Impulse and U.S. Generic Government 10-Year Yield (Leading Indicator) China’s credit impulse tends to lead the U.S. 10-year bond yield by 12 months. Is it time to buy long-dated bonds? Image: Nordea and Macrobond

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