Search Results for: policy

S&P 500 Sector Expectations Chart suggesting quarantines end in June and economic growth recovers to means, based on consumer searches, economic data and policy uncertainty. Image: Arbor Research & Trading LLC

Fed Funds Rate Less Core PCE and Real U.S. 10-Year Government Bond Yields Chart suggesting that monetary policy is becoming too tight. Image: Danske Research

U.S. Rates and Yield Curve The inverted 10Y-3M yield curve suggests that monetary policy is becoming too tight. Image: Fidelity Investments

Dow Jones Performance Under Various U.S. Presidents This chart puts into perspective the Dow Jones performance under various U.S. presidents. The annualized return under President Trump is high, given tightening monetary policy. Image: Ryan Detrick, LPL Financial LLC

Market Performance: Q4 2018 vs. Q4 2019 Trade optimism and accommodative central bank monetary policy have contributed to market performance in Q4 2019. Image: Fidelity Investments

How Major Central Banks Will Change Interest Rates by the End of 2020 Chart suggesting that 2020 appears to be a quieter year for monetary policy. Image: Bloomberg

Wage Growth vs. Fed Funds Target Rate and S&P 500 High wage growth and accomodative monetary policy suggest a return to the sweet spot for the S&P 500. Image: Topdown Charts

MSCI ACWI and Global Composite PMI Chart suggesting that global equities expect a pickup in global growth, as policy stimulus takes effect. Image: Morgan Stanley Research

U.S. Business Cycle: Actual vs. Potential U.S. Real GDP The mature phase of the U.S. business cycle began 2 years ago. If inflation remains stable and the Fed avoids restrictive monetary policy, then the risk of recession is reduced. Image: NBF Economics and Strategy

Zombie Companies in Europe After years of unprecedentedly easy monetary policy, zombie companies in Europe are back on the rise. Image: BofA Merrill Lynch Global Research

U.S.: Market Odds of A Fourth Rate Cut The Fed may be inclined to press the pause button in the “mid-cycle” policy easing. Image: Oxford Economics