U.S. Economic Policy Uncertainty Index

U.S. Economic Policy Uncertainty Index High policy uncertainty can lead to recessions. Currently, U.S. economic policy uncertainty is higher than during the financial crisis. Image: Deutsche Bank Asset Allocation

Central Banks Policy Rates

Central Banks Policy Rates The Fed has more room than most other central banks in developed economies to cut further. Image: Financial Times

Emerging Markets Monetary and Fiscal Policy

Emerging Markets Monetary and Fiscal Policy This chart puts monetary and fiscal policy in emerging markets into perspective (now to end 2020). Image: Capital Economics

U.S. Monetary Policy, Term Premium and Yield Curve

U.S. Monetary Policy, Term Premium and Yield Curve This chart suggests when U.S. monetary policy is too tight or too loose. An inverted yield curve is a sign that monetary policy is too tight. Image: Fidelity Investments

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

Central Banks – Market Risk Trend and Economic Policy Trend

Central Banks – Market Risk Trend and Economic Policy Trend Chart suggesting that risk assets’ sensitivity to political risks has been neutralized by central banks’ QE and dovish monetary policy stance. Image: Image: BofA Global 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