Search Results for: CPI

Fed – Median U.S. CPI at the Start of the 13 Hiking Cycles Could the Fed cut rates even if inflation remains elevated? Image: Deutsche Bank

Inflation – Net % Expecting Higher Global CPI Almost all FMS investors expect inflation rates to fall. Image: BofA Global Fund Manager Survey

Inflation – U.S. Headline CPI vs. U.S. Unemployment Rate Historically, U.S. inflation peaks before the unemployment rate bottoms. Image: J.P. Morgan Asset Management

Inflation – Core PCE and CPI Core PCE and core CPI are expected to decline substantially in 2022 and 2023. Will the Fed be more dovish than expected? Image: Goldman Sachs Global Investment Research

M2 Money Supply and CPI Inflation The decline in M2 money supply suggests lower inflation ahead. Image: Real Investment Advice

Inflation – U.S. Core CPI vs. ISM Manufacturing PMI (Leading Indicator) The U.S. ISM Manufacturing PMI tends to lead U.S. core CPI by 12 months. Image: BCA Research

Inflation – U.S. Core Goods CPI U.S. core goods CPI is expected to decelarate markedly this year. Image: Morgan Stanley Research

President Biden’s Approval Rating vs. CPI Inflation Inflation continues to weigh on President Biden’s approval rating. Image: BofA Global Investment Strategy

U.S. Inflation – Food at Home, Food Away from Home and Food CPI Food inflation is expected to remain high. Image: BofA Global Research

Inflation – PPI to CPI Spread vs. S&P 500 When the spread between PPI and CPI widens, it does not bode well for corporate profits. Image: Real Investment Advice