Research Preset
Central Bank Liquidity & Equity Markets
Explore major central bank balance sheets alongside the S&P 500 and NASDAQ Composite in a cross-asset WayMacro research view.
Research Focus
How closely have major central bank balance sheets tracked US equity market performance?
Compare the Fed, ECB, and Bank of Japan balance sheets against the S&P 500 and NASDAQ Composite to examine the historical relationship between global central bank liquidity and equity valuations.
What to Watch
- Equity performance during balance sheet expansion versus runoff
- Divergence between central bank liquidity trends and equity trends
- Lagged effects of liquidity changes on markets
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