China’s Monetary Policy

China’s Monetary Policy The Chinese banks’ reserve requirement ratio will be cut by 50 bps on January 6, to 12.5%. Image: Bianco Research

Monetary Policy and Fed Funds Rate

Monetary Policy and Fed Funds Rate According to market rates, monetary policy is more neutral than accommodative. Image: Danske 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

Global Monetary Policy Map

Global Monetary Policy Map This chart shows that in 2019, central banks cut rates by most in a decade. Image: Topdown Charts

G4 Central Banks Monetary Policy Rate

G4 Central Banks Monetary Policy Rate If the trend in G4 central banks monetary policy rates continues, this chart suggests that we could see -4% in 2030. Image: Nordea and Macrobond

U.S. Monetary Policy and Recession

U.S. Monetary Policy and Recession This chart shows the U.S. monetary policy and two recession forecasting models over time (Fed policy rate, Atlanta Fed shadow Fed funds rate, nominal R-Star, Fed funds curve). Image: Fidelity Investments

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

Wage Growth, Monetary Policy and S&P 500

Wage Growth, Monetary Policy and S&P 500 When the spread between wage growth and the Fed funds rate is wide, it is generally positive for equities. Image: Topdown Charts