Global Median 10-Year Yield Across All Sample Economies The median 10-year government bond yield has risen from the rock-bottom levels of the pre-Covid years and early pandemic, returning to its long-term historical average — a clear sign of normalization in bond markets. Image: Deutsche Bank
DM Economies Real GDP and Working Age Population CAGR The working-age population plays a pivotal role in driving economic growth and productivity. However, many developed nations face a projected decline in this demographic, potentially hindering their economic prospects. Image: Deutsche Bank
Cases of Inflation Above 5% in Advanced Economies and Years to Decline to 2% Will it take years to bring inflation down to 2%? Image: BofA Global Research
Cumulative Change in Three-Month Interest Rates Futures Across DM Economies Markets expect higher interest rates in several DM economies. Image: Goldman Sachs Global Investment Research
CPI Inflation in Six DM Economies As inflation persists, will the Fed raise interest rates more than the market expects? Image: BofA Global Research
Economic Surprises Index – China vs. G10 Economies Will G10 economies follow China? Image: BCA Research
Advanced Economies – Household Sector Credit To GDP Are household balance sheets a potential source of risk? Image: BCA Research
Inflation in OECD Economies and Decade Averages Should investors worry about inflation coming back? Image: Financial Times
Fiscal Stimulus in the Major Economies U.S. fiscal stimulus is boosting growth at the cost of increased debt. Image: BofA Global Research
Housing – House Price Growth (Average Annual Change Across the OECD’s 37 Economies) Could house prices continue to rise as long as interest rates remain low? Image: Financial Times
Advanced Economies Debt/GDP and Advanced Economies Long-Term Rate Will rising debt lead to higher inflation and higher yields? Image: BofA Global Research