Search Results for: global monetary policy

Global Monetary Policy Map Many central banks around the world are raising interest rates. Image: Topdown Charts

Global Monetary Policy Rates Will inflation cause central banks to tighten monetary policy quicker than expected? Image: Topdown Charts

Central Banks – Global Monetary Policy Stimulus Leads Global Manufacturing PMI Great chart suggesting that global monetary policy stimulus leads global manufacturing PMI by 8 months. The global manufacturing PMI could rebound in 2020. Image: Topdown Charts

Monetary Policy – China vs. U.S. Homebuilders China and the United States are expected to diverge on monetary policy this year. Image: BofA Global Investment Strategy

Central Banks – Market Risk Trend and Economic Policy Trend Chart suggesting that risk assets’ sensitivity to political risks has been neutralized by central banks’ QE and dovish monetary policy stance. Image: Image: BofA Global Research

VIX and Fed Monetary Policy This year, the VIX average has been similar to 2018, despite Feds’ policy U-Turn in January. Image: BofA Merrill Lynch Global Research

Global Financial Conditions Index and Global Manufacturing PMI Chart suggesting that easier financial conditions should feed through to growth, unless monetary policy is less effective. Image: Goldman Sachs Global Investment Research

A Hall of Mirrors in Monetary Policy? This chart suggests a feedback loop between bond market pricing and central bank decisions. Image: Goldman Sachs Global Investment Research

Earnings – STOXX Europe 600 EPS Level Thanks to an accomodative monetary and fiscal policy, the STOXX Europe 600 EPS is growing much faster than during the last cycle (2007-2019). Image: Goldman Sachs Global Investment Research

Wave of Zombie Companies in Europe Zombie companies in Europe are back on the rise, thanks to an unprecedentedly easy monetary policy. Image: BofA Global Research