Search Results for: policy

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

Interest Rates – Expectations for the Fed’s Policy Rate Path Will the Fed funds terminal rate reach 5.50-5.75%? Image: Nomura

U.S. Dollar and Policy Rate: Fed Minus G10 Excluding U.S. Should investors turn bearish on the U.S. dollar in 2023? Image: Alpine Macro

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