Keyword: rates

U.S. Real Interest Rates and Recessions Currently, U.S. real interest rates are negative. In recent history, real interest rates were at least above 1.8% (orange line) before a recession.

U.S. Rates and Yield Curve Chart suggesting that the triangle pattern could drive the U.S. 10-year Treasury above 2% this year. Image: Fidelity Investments

How Major Central Banks Will Change Interest Rates by the End of 2020 Chart suggesting that 2020 appears to be a quieter year for monetary policy. Image: Bloomberg

Historical Correlations of Asset Price Returns to Central Bank Net Cuts in Policy Rates The correlation between assets price returns and central bank rate cuts has been higher after the Great Financial Crisis. Image: BofA Merrill Lynch Global Research

Fed Rates Cut in 2020 Chart showing that a full rate cut is priced in 2020. Image: Danske Research

Adoption Rates of Cryptocurrencies and Internet Deutsche Bank predicts cryptocurrencies could eventually replace fiat money over the next decade. Image: Deutsche Bank Forecasts

Volatility of U.S. GDP Growth, Inflation and Unemployment Rates Interesting chart showing the decline in volatility of the U.S. economy that occurred in the 1980s. Image: Goldman Sachs Global Investment Research

U.S. Labor Productivity and Real Interest Rates Chart suggesting that low real interest rates have a major impact on U.S. labor productivity growth Image: Gavekal, Macrobond

U.S. Dollar – Trade-Weighted Real Exchange Rates Chart suggesting that the U.S. dollar looks overvalued against euro and sterling. Image: Gavekal, Macrobond

S&P 500 vs. 10-Year Rates and Secular Cycles Chart suggesting that the secular bull market of the 1920’s is probably the best example of the current cycle. Image: Real Investment Advice