U.S. Economic Policy Uncertainty Index and Consumption Growth Forecast Goldman Sachs economists’ model forecasts solid consumption growth above trend in 2020, despite policy uncertainty. Image: Goldman Sachs Global Investment Research
Effect on U.S. GDP Growth from Financial Conditions, Fiscal Policy and Trade War Financial Conditions should offset the effect of the trade war in 2020. Image: Goldman Sachs Global Investment Research
Global GDP Growth Outlook – Trade Tensions vs. Policy Easing The escalation of trade tensions is a risk to the global economy outlook. Image: Morgan Stanley Research
Fiscal Policy Contribution to U.S. Real GDP Growth The impact of fiscal policy contribution to U.S. real GDP growth is expected to fade in 2020. Image: Morgan Stanley
China Domestic Policy and Emerging Markets Growth Cycles Great chart suggesting that changes in China domestic policy have been a big driver of EM growth cycles. Image: Goldman Sachs Global Investment Research
U.S. Dollar and Percentage of Developed Countries with Policy Rates below U.S. The chart suggests that the percentage of developed countries with policy rates below U.S., is a support for the U.S. dollar. Image: BofA Merrill Lynch
Central Banks Hiking/Cutting Policy Rate A race to the bottom in global interest rates? Central Banks policy rates have started to decline again. Image: BofA Merrill Lynch Global Research
Global Monetary Policy Map This chart shows that in 2019, central banks cut rates by most in a decade. 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
Developed Country Policy Rates Above the United States Look for the mistake: the number of countries with a policy rate above the U.S. is zero. Image: Bianco Research
