An old colleague of mine asked me to send him a chart of central bank balance sheets against EPFR flows into emerging markets, EMEA bond and equity funds and high-yield funds. The idea was to find the ...

Bearish investors often point to two charts to confirm why they are negative on stocks. But according to Ed Yardeni, the bears get it wrong as they misunderstand what really drives stock market ...

What looked like a rebound at first glance reflected something deeper; a change in the nature of demand. As digital assets rallied, institutional flows became more targeted, and corporate balance ...

Interest rates aren’t the only thing Federal Reserve officials gathered in Washington this week are debating. The Fed has telegraphed a clear intention to begin unwinding a key policy tool deployed ...

Discussions about an optimal size of the Fed’s balance sheet are increasingly at odds with the diverse drivers of how this ledger interacts with a shifting regulatory environment.

As of March 22, the United States Federal Reserve’s balance sheet has surged by nearly $94.5 billion — a $297 billion increase from the last week when the banking crisis started. Overall, the U.S.

The above chart shows upward pressure on short-term interest rates. That makes the Federal Reserve highly likely to end the ...

While the economic scenarios were mostly unchanged in the Federal Reserve's 2024 stress test of banks, the hypothetical economic storm took a heavier toll on bank balance sheets this year, the Fed ...