Central Banks – Global Monetary Policy Stimulus Leads Global Manufacturing PMI Global monetary policy stimulus tends to lead global manufacturing PMI by 8 months. Is a hard landing inevitable? Image: Topdown Charts
Average Monthly S&P 500 Returns and Volatility with Different Growth/Policy Mix Should U.S. equity investors expect anemic monthly returns this year? Image: Goldman Sachs Global Investment Research
Global Monetary Policy Rates Will inflation cause central banks to tighten monetary policy quicker than expected? 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
Global Monetary Policy Map Many central banks around the world are raising interest rates. Image: Topdown Charts
Effect of Fiscal Policy on Real U.S. GDP Growth Goldman Sachs is more optimistic than consensus and expects 2022 U.S. GDP to grow at 4.6%. Image: Goldman Sachs Global Investment Research
Policy Rates in Japan, in Europe and the U.S. Are ultra-low interest rates here to stay? Image: BofA Global Investment Strategy
7y1y Fed Policy Rate and U.S. 10-Year Treasury Yield BofA still expects U.S. 10-year rates to reach 1.9% by the end of the year, but downside risks have increased. Image: BofA Global Research
Interest Rates – Policy Rate Cut vs. Policy Rate Hiked Global rate hikes are increasing. Should investors expect more rate hikes to come? Image: Bloomberg
Fed – Policymaker’s Projections for the Midpoint of U.S. Interest Rates The Fed forecasts first rate hikes in 2023. Image: Financial Times