Major Economies Central Banks Total Assets and MSCI ACWI Chart suggesting that central banks stimulus would support financial markets (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
Leading Indicators Are Rising for 10 of 18 Major Economies That’s good news for the global economy and the United States. This may suggest that global growth is back on track. Image: Richardson GMP
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