Search Results for: policy

U.S. Dollar and Policy Rate: Fed Minus G10 Excluding U.S. Should investors turn bearish on the U.S. dollar? Image: Alpine Macro

Monetary Policy Conditions Index vs. S&P 500 Will the monetary policy conditions index continue to ease pressure on the S&P 500? Image: Real Investment Advice

Major Central Bank Policy Rates The peak in interest rates among major central banks is yet to come. Image: Wells Fargo Economics

Impulse to Quarterly Annualized GDP Growth from Fiscal Policy and Financial Conditions Is a soft landing possible in 2023? The drag on U.S. GDP from monetary and fiscal policy tightening is expected to fade next year. Image: Goldman Sachs Global Investment Research

Global Monetary Policy Map So far, global central banks remain firmly in a tightening mode. Image: Topdown Charts

Distance from Fed’s Policy Objectives for Inflation and Unemployment Is the U.S. economy headed for a hard landing? Image: Deutsche Bank

Average Monthly S&P 500 Returns and Volatility with Different Growth/Policy Mix Should U.S. equity investors expect anemic monthly returns this year? Image: Goldman Sachs Global Investment Research

Global Monetary Policy Rates Will inflation cause central banks to tighten monetary policy quicker than expected? Image: Topdown Charts

Monetary Policy – China vs. U.S. Homebuilders China and the United States are expected to diverge on monetary policy this year. Image: BofA Global Investment Strategy

Effect of Fiscal Policy on Real U.S. GDP Growth Goldman Sachs is more optimistic than consensus and expects 2022 U.S. GDP to grow at 4.6%. Image: Goldman Sachs Global Investment Research

Policy Rates in Japan, in Europe and the U.S. Are ultra-low interest rates here to stay? Image: BofA Global Investment Strategy