Search Results for: global market

Central Banks Balance Sheet Growth The unprecedented growth in central banks’ balance sheets is distorting financial markets. Image: BofA Merrill Lynch Global Research

Rotation from Safe to Risky Assets The market is rotating. The chart clearly shows the big rotation taking place from “safe” to “risky” assets since mid-August 2019. Image: Goldman Sachs Global Investment Research

U.S. Consumer Confidence and U.S. Unemployment A tight U.S. labor market and low interest rates should continue to support U.S. consumer confidence and spending. Image: Goldman Sachs Global Investment Research

U.S. High Yield Bonds and Leverage Loans The pace of downgrades has accelerated in the U.S. leveraged loan market, despite declining interest rates. Image: Goldman Sachs Global Investment Research

Stock Buybacks Since 2000 Thanks to tax cuts and low interest rates, the stock market should get around $1 trillion boost via buybacks this year. Image: Goldman Sachs Global Investment Research

Returns Driven by Central Banks? This chart suggests that equity and credit markets are no longer driven by fundamentals, at the moment. Image: Deutsche Bank Global Research

Cumulative Flows into U.S. Domiciled Mutual Funds and ETFs Are money-market funds flows a contrarian indicator? Image: Goldman Sachs Global Investment Research

IPO Relative Performance in 2019 The IPO market is suffering in 2019. This year’s IPO class is one of the least profitable. Image: Goldman Sachs Global Investment Research

U.S. Monthly Intervention by Currency As the chart shows, frequent interventions in the foreign exchange market were fairly common prior to 1995. Image: Goldman Sachs Global Investment Research

Trade War – Probability of a US-China Trade Deal The market-implied probability of a US-China trade deal rises to 40%. Image: Goldman Sachs Global Investment Research