Annonce

Log ud Log ind
Log ud Log ind
Finans

Se hvad der sker med aktierne, når FED øger balancen, uge for uge

Morten W. Langer

lørdag 14. december 2019 kl. 7:16

Fra Zerohedge:

Something remarkable happened when the Fed announced “NOT QE”: starting that week, every time the Fed’s balance sheet rose, so did the S&P. And the one week when the Fed’s balance sheet shrank, the market dropped. Yes, correlation may not be causation, but if a pattern repeats 9 weeks out of 9, then it becomes feedback loop which the math PhDs plug into their various algo/quant models and… voila:

Which begs the question: yesterday we reported that as part of its year-end repo bailout, the Fed plans on injecting over $500 billion of liquidity in the next 4 weeks, a process which will take the Fed’s balance sheet sharply higher by a record $500 billion in one month through mid-January, in the process sending the balance sheet to a new all time high above $4.5 trillion. We wonder: just what will happen to stocks?

Tilmeld dig vores gratis nyhedsbrev
ØU Top100 Finansvirksomhed

Få de vigtigste om bank, realkredit, forsikring, pension
Udkommer hver mandag.

Jeg giver samtykke til, at I sender mig mails med de seneste historier fra Økonomisk Ugebrev. Lejlighedsvis må I gerne sende mig gode tilbud og information om events. Samtidig accepterer jeg ØU’s Privatlivspolitik.

Du kan til enhver tid afmelde dig med et enkelt klik.

[postviewcount]

Jobannoncer

No data was found

Mere fra ØU Finans

Log ind

Har du ikke allerede en bruger? Opret dig her.

FÅ VORES STORE NYTÅRSUDGAVE AF FORMUE

Her er de 10 bedste aktier i 2022

Tilbuddet udløber om:
dage
timer
min.
sek.

Analyse af og prognoser for Fixed Income (statsrenter og realkreditrenter)

Direkte adgang til opdaterede analyser fra toneangivende finanshuse:

Goldman Sachs

Fidelity

Danske Bank

Morgan Stanley

ABN Amro

Jyske Bank

UBS

SEB

Natixis

Handelsbanken

Merril Lynch 

Direkte adgang til realkreditinstitutternes renteprognoser:

Nykredit

Realkredit Danmark

Nordea

Analyse og prognoser for kort rente, samt for centralbankernes politikker

Links:

RBC

Capital Economics

Yardeni – Central Bank Balance Sheet 

Investing.com: FED Watch Monitor Tool

Nordea

Scotiabank