Economic Surprises Index – China vs. G10 Economies
Economic Surprises Index – China vs. G10 Economies Will G10 economies follow China? Image: BCA Research
Advanced Economies – Household Sector Credit To GDP
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
Inflation in OECD Economies and Decade Averages Should investors worry about inflation coming back? Image: Financial Times
Fiscal Stimulus in the Major Economies
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)
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
Advanced Economies Debt/GDP and Advanced Economies Long-Term Rate Will rising debt lead to higher inflation and higher yields? Image: BofA Global Research
Coronavirus Pandemic – Activity in Most Major Advanced Economies
Coronavirus Pandemic – Activity in Most Major Advanced Economies Economic activity in most major advanced economies is moving sideways. Image: Bloomberg
Major Economies Central Banks Total Assets and MSCI ACWI
Major Economies Central Banks Total Assets and MSCI ACWI Central bank balance sheet expansion is expected to push equities higher. Image: BofA Global Research
Real Rates Among Major Economies
Real Rates Among Major Economies Among major economies, China is now the only country offering positive real interest rates. Image: Gavekal, Macrobond
Economies in Recession
Economies in Recession This year is ending with 93% of the world’s economies contracting, with 53% shrinking by more than 6%. Image: BofA Global Research