U.S. Federal Debt and Federal Reserve Balance Sheet
U.S. Federal Debt and Federal Reserve Balance Sheet Are the Federal Reserve balance sheet and the U.S. federal debt on the way to the moon? Image: Real Investment Advice
U.S. Federal Debt and Federal Reserve Balance Sheet Are the Federal Reserve balance sheet and the U.S. federal debt on the way to the moon? Image: Real Investment Advice
S&P 500 and Last Hike in Federal Reserve Bank Rate Hiking Cycles The last Fed rate hike is not necessarily bearish for U.S. stocks over the next 12 months. Image: Carson Investment Research
Forecast – Federal Reserve Balance Sheet Should investors expect a higher terminal Fed balance sheet? Image: BofA Global Research
Global U.S. Dollar Reserves Will global U.S. dollar reserves continue to decrease over time? Image: Alpine Macro
Interest Rates – S&P 500 Index and Federal Reserve Bank Rate Hikes per Year Historically, if the U.S. economy isn’t in a recession, the S&P 500 tends to do well during Fed rate hikes. Image: LPL Research
S&P 500 and the Start of the Federal Reserve’s Last Three Rate-Hike Cycles Should U.S. equity investors really fear rising interest rates? Image: CNBC
China Excess Reserve Ratio and Credit Impulse (Leading Indicator) Investors should be pleased as Chinese stimulus is on the way. Image: BCA Research
U.S. Dollar and Federal Reserve – ECB Shadow Rate Spread Is the U.S. dollar finding a support, as it tends to track the Fed – ECB shadow rate spread? Image: Arbor Research & Trading LLC
Federal Reserve Bank of New York Weekly Ecocomic Index and U.S. 10-Year Treasury Yield While the U.S. 10-year Treasury yield tends to follow the direction of macroeconomic indicators, it has decoupled from fundamentals. Image: Morgan Stanley Wealth Management
Federal Reserve Balance Sheet as Percent of Total U.S. Market Capitalization Don’t fight the Fed? The Fed’s balance sheet could peak at US$9 trillion in 2022. Image: Lohman Econometrics
Rates – 10-Year U.S. Breakeven Rate and Federal Reserve 10-Year U.S. Real Rate Should investors be worried about the risk of rising U.S. real rates? Image: Morgan Stanley Wealth Management