Search Results for: policy

U.S. Implied Policy Rates – Federal Funds Futures Markets are currently pricing in no rate cuts until 2024. Image: J.P. Morgan Asset Management

Interest Rates – Expectations for the Fed’s Policy Rate Path Will the Fed hike interest rates by 50 bps at the March 2023 FOMC meeting? Image: Nomura

Interest Rates – Central Bank Policy Rate Hikes Minus Cuts Central banks around the world have been slowing the pace of their interest rate hikes in recent months. Image: BofA Global Investment Strategy

Major Central Bank Policy Rates The peak in interest rates among major central banks is yet to come. Image: Wells Fargo Economics

Impulse to Quarterly Annualized GDP Growth from Fiscal Policy and Financial Conditions Is a soft landing possible in 2023? The drag on U.S. GDP from monetary and fiscal policy tightening is expected to fade next year. Image: Goldman Sachs Global Investment Research

Global Monetary Policy Map So far, global central banks remain firmly in a tightening mode. Image: Topdown Charts

Global Policy Rate Hikes 2022 is the year of global aggressive rate hikes on an unprecedented scale. Image: BofA Global Investment Strategy

Distance from Fed’s Policy Objectives for Inflation and Unemployment Is the U.S. economy headed for a hard landing? Image: Deutsche Bank

Monetary Policy Conditions Index vs. S&P 500 Will the monetary policy conditions index continue to put pressure on the S&P 500? Image: Real Investment Advice

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