Major Economies Central Banks Total Assets and MSCI ACWI Chart suggesting that central bank stimulus would support financial markets in 2020 (R = 0.95 since 2009). Image: BofA Merrill Lynch Global Research
Central Banks Main Policy Rate and Balance Sheet – Advanced Economies vs. Emerging Markets Many central banks are running low on ammunition to fight the next downturn, after a decade of cheap money. Image: BofA Merrill Lynch Global Research
Global Debt Levels – Advanced Economies and Emerging Markets Historically, high debts create serious risks. Global debt levels have increased significantly since the Global Financial Crisis. Image: BofA Merrill Lynch Global Research
Globalization – Economic Growth Between Economies Is globalization in reverse? This chart puts things into perspective. Image: Arbor Research & Trading LLC
Advanced Economies – Global GDP Forecast for 2020 Oxford Economics thinks that IMF’s new global GDP growth forecasts for 2020 are too optimistic. Image: Oxford Economics
Ranking Developed Economies by Key Growth Metrics Currently, the United States is ranked numer one in real GDP, core CPI and consumer confidence. Image: Arbor Research & Trading
Total Debt by Sector for Developed & Emerging Economies Argentina is the least indebted market in terms of GDP, while Japan is the most indebted market in terms of GDP. The United States’ total debt is 252% of GDP. Image: Pictet Asset Management
Monthly Flow of G4 Central Bank Asset Purchases Expanding economies and central bank stimulus should support financial markets in 2020. Image: Deutsche Bank Global Research
Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics
Advanced Economy Recessions During Global Stress Periods Interesting chart showing the number of advanced economies in recession during global stress periods. Image: Oxford Economics