Search Results for: reserve

U.S. Federal Reserve – Assets and Fed Funds Could the Federal Reserve raise interest rates later than expected? Image: BCA Research

Valuation – Federal Reserve Total Assets and S&P 500 Index Forward Price/Earnings Will Fed asset purchases continue to push valuations higher indefinitely? Image: Morgan Stanley Wealth Management

U.S. Dollar Share of Allocated Reserves The share of the U.S. dollar in global reserves has decreased and now stands at 59%. Image: Goldman Sachs Global Investment Research

S&P 500 and Bank Reserves U.S. excess liquidity is expected to rise significantly and tends to push equities higher. Image: Nordea and Macrobond

U.S. 10Y-2Y Yield Curve and Fed Balance Sheet Total Reserves What is the risk of tapering? After Dec-13 tapering, the U.S. Treasury yield curve flattened considerably. Image: Deutsche Bank

Federal Reserve Balance Sheet as % of GDP The Federal balance sheet is expected to expand by more than 40% of GDP. Image: BofA Global Research

Quantitative Easing (QE) – Total Assets of the Federal Reserve Are investors facing a reality of QE to infinity and beyond? Image: BofA Global Research

Federal Reserve Balance Sheet Until 2022 The Fed’s balance sheet is expected to peak at US$9 trillion in 2022. Image: Morgan Stanley Research

U.S. Money Supply M2 and Reserves of the Banking System U.S. money supply M2 shows significant jumps in growth, which could affect future inflation. Image: Financial Times

U.S. Dollar Index and Fed Excess Reserves Fed excess reserves suggest lower U.S. dollar ahead. Image: BofA Research Investment Committee

S&P 500 Real Total Return and Federal Reserve Balance Sheet As this chart illustrates, the Fed balance sheet could grow to $10 trillion, equivalent to 49% of U.S. GDP. Image: Fidelity Investments