Search Results for: central bank

US vs. China – Fiscal Balance and Central Bank Assets As the chart shows, the U.S. and China have two very different policy responses to the pandemic crisis. Image: Alpine Macro

Central Bank Asset Purchases The pace of global central bank purchases is expected to turn negative next year. Image: BofA Global Investment Strategy

Major Central Bank Assets vs. S&P 500 Index The expansion of central bank balance sheets tends to push the S&P 500 Index higher. Is the sky the limit? Image: Lohman Econometrics

Central Banks – Quarterly Pace of Fed, ECB, BoJ, BOE Net Purchases (Quantitative Easing – QE) The pace of global central bank purchases is expected to turn negative in Q1 2022. Image: BofA Global Research

Percentage of Time Inflation Below the Central Bank’s Target Is inflation targeting by central banks an effective monetary policy strategy? Image: Deutsche Bank

Euro Area and U.S. Inflation and Central Bank Forecasts The Fed projects U.S. inflation well above 2% into 2023. Image: BlackRock Investment Institute

Major Central Bank Balance Sheets vs. Total Value of Global Stock and Bond Markets Are central banks creating bubbles? Image: Lohman Econometrics

Tech Stocks – Central Bank Balance Sheet vs. Big Tech Market Capitalization Are markets too optimistic about Fed tapering? Image: BofA Global Investment Strategy

Big Tech Stocks – Central Bank Liquidity and Market Capitalization of Apple, Amazon, Facebook, Google, Microsoft, Netflix and Tesla Central bank liquidity tends to push big tech stocks higher. Image: BofA Global Research

Major Economies Central Banks Total Assets and MSCI ACWI Central bank balance sheet expansion is expected to push equities higher. Image: BofA Global Research

G4 Central Banks’ Balance Sheets – Projection The G4 central banks’ balance sheet is expected to reach $29.6 trillion by year-end 2022. Image: Morgan Stanley Research