Search Results for: policy

Germany 2-Year Government Bond Yield The German 2-year government bond yield, considered to be the most sensitive to European Central Bank (ECB) policy rate expectations, continues to rise. Image: The Daily Shot

Germany 2-Year Government Bond Yield The German 2-year government bond yield, considered to be the most sensitive to European Central Bank (ECB) policy rate expectations, hit a 14-year high. Image: BofA Global Investment Strategy

Central Bank – BOJ Outright Purchases of JGBs Will the Bank of Japan (BOJ) continue to buy Japanese government bonds as part of its yield curve control policy? Image: BofA Global Investment Strategy

Global Negative Yielding Debt The transition from $18 trillion to zero in negative-yielding debt over the past few years reflects a broader shift away from the era of ultra-low interest rates and easy monetary policy. Image: BofA Global Investment Strategy

Percent of Central Banks Tightening vs. Global Manufacturing PMI Global policy tightening is putting downward pressure on global growth. Image: BofA Global Research

S&P 500 Price and Earnings Growth Estimates Should investors stay underweight U.S. stocks as risks of monetary policy overtightening are increasing? Image: BlackRock Investment Institute

FMS Investors – Net % Saying Short-Term Rates Will be Lower vs. Higher in 12 Months The odds of a Fed policy pivot in the next 12 months are rising. Image: BofA Global Fund Manager Survey

Fed Funds Annual Rate of Change Is the Fed making a policy mistake by being too aggressive? Image: Real Investment Advice

U.S. Federal Funds Target Rate: FOMC Projection Stocks tend to underperform in times of tight monetary policy. Image: Alpine Macro

Fed Tightening and Total Credit Growth Fed tightening monetary policy does not bode well for credit growth. Image: Gavekal, Macrobond

U.S. 10Y-3M Yield Curve and Fed Funds Target Rate Historically, the Fed doesn’t pivot policy until a recession arrives and the 10Y-3M US Treasury yield curve inverts. Is it really different this time? Image: Morgan Stanley Wealth Management