ECB Balance Sheet vs. ECB Deposit Rate
ECB Balance Sheet vs. ECB Deposit Rate It could be difficult to push rates further into negative territory without affecting the profitability and financing capacity of Eurozone banks. Image: Jeroen Blokland
ECB Balance Sheet vs. ECB Deposit Rate It could be difficult to push rates further into negative territory without affecting the profitability and financing capacity of Eurozone banks. Image: Jeroen Blokland
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
FED, ECB & BoJ Balance Sheets as Percent of GDP (BoJ leading 10 years) Is this chart the “Japanification” of the world? Image: In Gold We Trust-Report
Central Bank Balance Sheets vs. Global Equities Central banks do influence some asset prices, but correlation is not causation. Image: DoubleLine
Monthly Flow of G4 Central Bank Asset Purchases Global central banks are continuing to reduce their asset holdings at a robust pace, primarily through balance sheet runoff and measured non-reinvestment of maturing securities. Image: Deutsche Bank
S&P 500 Cash Spending In 2025, S&P 500 share buybacks are forecast to remain elevated, supported by solid earnings and strong balance sheets, with total repurchases anticipated to exceed $1 trillion. Image: Goldman Sachs Global Investment Research
S&P 500 vs. Top 10 Investors can benefit from the currently wide valuation dispersion by focusing on low beta stocks that have stable cash flows and strong balance sheets. Image: J.P. Morgan Asset Management
Household Debt-to-Income Ratios U.S. households have improved their balance sheets in the past decade. Image: Deutsche Bank
Equities – FANG+ Index vs. Major 5 Central Banks Index The contraction of central bank balance sheets tends to push tech giants lower. Image: Deutsche Bank
Fed’s Assets The Fed plans to shrink its balance sheet over time. What impact will this have on markets? Image: Capital Economics
Annual Reduction in Fed Holdings from QT The Fed plans to reduce its balance sheet at an annual rate of about $1.1 trillion. Image: BofA Global Research