Search Results for: CPI

Inflation – U.S. CPI Forecasts If the Federal Reserve is done with rate hikes, the U.S. headline CPI is expected to remain well above the Fed’s 2% inflation target. Image: BofA Global Investment Strategy

Inflation – Potential Paths for Core CPI Will U.S. core CPI remain well above the Fed’s 2% inflation target, if the Federal Reserve is done? Image: BofA Global Investment Strategy

Inflation – U.S. Core CPI Goldman Sachs forecasts that U.S. core CPI will be 3.0% in December 2024. Image: Goldman Sachs Global Investment Research

M2 Money Supply and CPI Inflation The big decline in the money supply growth is one of the factors contributing to the contraction of U.S. inflation. Image: Real Investment Advice

FMS Investors – Net % Expecting Higher Global CPI vs. Net % Expecting Higher Short-Term Rates There are still big expectations for inflation to fall. Image: BofA Global Fund Manager Survey

Inflation – U.S. Core PCE and Core CPI Goldman Sachs forecasts a significant decline in U.S. core PCE and core CPI. Image: Goldman Sachs Global Investment Research

Contributions to Year-on-Year Headline CPI Inflation Goldman Sachs expects U.S. headline CPI inflation to slow to 2.9% by the end of 2023. Image: Goldman Sachs Global Investment Research

Valuation – S&P 500 PER and U.S. CPI Inflation Falling headline inflation in the United Sates has contributed to the increase in valuation multiples. Image: Morgan Stanley Wealth Management

GAAP Earnings vs. PPI to CPI Spread The PPI to CPI spread suggests that there could be ongoing pressure on earnings. Image: Real Investment Advice

Earnings – S&P 500 Trailing EPS vs. CPI Periods of high inflation can be harmful to earnings. Image: Morgan Stanley Research