Search Results for: CPI

Inflation – Net % Expecting Higher Global CPI Investors no longer seem to be worried about inflation. Image: BofA Global Fund Manager Survey

U.S. CPI Swap Rate and U.S. TIPS Breakeven Inflation Is U.S. inflation going to be transitory? Image: BCA Research

U.S. Headline CPI Inflation Forecast U.S. headline CPI inflation is expected to moderate sharply in early 2022. Image: Oxford Economics

YoY Change in S&P 500 Companies’ Mentions of “Inflation” Per Earnings Call vs. CPI YoY Historically, the S&P 500 tends to lag during periods of high inflation. Image: BofA Global Research

Inflation – U.S. CPI Forecasts Is inflation going to be transitory? Consensus 2022 U.S. CPI continues to rise. Image: BofA Global Investment Strategy

Inflation – U.S. Core CPI Are there really reasons to worry about U.S. inflation? Image: BCA Research

U.S. Dollar DXY Index and CPI Inflation (U.S. Less DM Ex-U.S.) Historically, the U.S. dollar tends to fall when U.S. CPI is higher than rest of DM. Image: BCA Research

Inflation – CPI and Commodity Producer Price Index (PPI) Commodity prices have surged, suggesting further inflationary pressures. Image: J.P. Morgan Asset Management

Inflation – U.S. Headline CPI Expectation for the Next Five Years Market expectations for inflation for the next 5 years continue to fall, as investors see transitory inflation. Image: Arbor Research & Trading LLC

U.S. CPI Inflation vs. U.S. 10-Year Bond Yield This chart shows the impact of inflation on bonds. Historically, higher inflation is matched by higher bond yields. Image: Goldman Sachs Global Investment Research