Search Results for: CPI

U.S. 10-Year Yield vs. GDP + CPI Model Fair Value Are higher Treasury yields coming, as suggested by this model? Image: TS Lombard

Inflation – S&P 500 LTM Sales Growth vs. Core CPI Since 1970 Rising inflation tends to boost S&P 500 earnings. According to Goldman Sachs, a 100bp increase in average annual core CPI would lift the S&P 500 EPS to $170 in 2021. Image: Goldman Sachs Global Investment Research

U.S. ISM Manufacturing Index vs. U.S. Core CPI (Core Inflation Leading Indicator) U.S. annual core CPI at 1.7% in August. This chart suggests that the U.S. ISM Manufacturing Index leads U.S. Core CPI by 24 months. You may also like “ISM Manufacturing Index vs. S&P 500 Index” and “U.S. Core Inflation Expected Over the Next…

CPI vs. Conference Board Inflation Expectations Coordinated monetary and fiscal easing should lift inflation higher in this cycle. Image: Pantheon Macroeconomics

WTI Crude Oil and Headline CPI Inflation This chart suggests that falling oil prices could easily lead to deflation. Image: J.P. Morgan

U.S. Inflation – Probability Headline CPI Exceeds 2.0% YoY U.S. inflation expectations are rebounding for the first time this year. Image: Arbor Research & Trading LLC

U.S. CPI Inflation Chart suggesting lower inflation ahead. Image: Oxford Economics

U.S. Core CPI and JOLTS Job Openings (Leading Indicator) This chart suggests that JOLTS job openings leads U.S. core cpi by 12 months. Image: BCA Research

Inflation – U.S. Core CPI Goods and Core CPI Services 20 years of almost no inflation in goods. Image: Deutsche Bank Global Research

Demographics – U.S. Inflation (CPI) vs. U.S. Population Aged 20-54 The population of 20-54s will start to increase and could therefore lead to a return to inflation. Image: Longview Economics