Central Bank Balance Sheet to GDP Ratios
Central Bank Balance Sheet to GDP Ratios Central bank balance sheet to GDP ratios, influenced by monetary policy, vary from one economy to another. Image: Bianco Research
Central Bank Balance Sheet to GDP Ratios Central bank balance sheet to GDP ratios, influenced by monetary policy, vary from one economy to another. Image: Bianco Research
Percentage of Inverted Yield Curves Across the Globe Now, nearly 25% of global 2s10s yield curves and nearly 10% of global 2s30s yield curves are inverted. Image: BofA Merrill Lynch
Strong Dollar and Imports The chart shows that a stronger dollar depresses goods prices via imports. Image: Deutsche Bank Global Research
One of the Best Recession Indicator The Fed is cutting rates and the 10-year rate is inverted to Fed funds. Image: Real Investment Advice
Copper vs. China and Gold vs. U.S. Real Yields Copper price is underperfoming gold, because China 10-year yields and U.S. real yields are falling. Image: Topdown Charts
Percentage of the World with Negative 10-Year Rates Now, around 20% of the world is living with negative 10-year rates. Image: BofA Merrill Lynch
Trade War and Financial Conditions Index The trade war has tightened the Goldman Sachs FCI by about 60bp cumulatively. The Goldman Sachs Financial Conditions Index (FCI) is a weighted sum of a long-term corporate yield,…
S&P 500 and U.S. GDP Long-Term Growth Rates Interesting chart showing the long-term growth rates of the S&P 500 and U.S. nominal GDP since 1920. Image: Lohman Econometrics
U.S. Companies Depend Heavily on the China Market US companies make nearly $500 billion revenue in China, while Chinese companies make about $40 billion in U.S.. Image: Financial Times
Citi Economic Surprise Index and S&P 500 The Citi Economic Surprise Index has risen sharply, but it has an inconsistent history in terms of its correlation with the S&P 500. It is a cyclical indicator:…
Copper to Gold Ratio and Conference Board Leading Economic Index (LEI) When the copper-to-gold ratio decreases, it is an early warning signal for the economy, meaning that growth optimism is fading. Image: Wells Fargo Investment…