Global Monetary Policy Rates

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

Global Monetary Policy Map

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

Central Banks – Market Risk Trend and Economic Policy Trend

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

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

A Hall of Mirrors in Monetary Policy?

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

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