U.S. CPI Inflation vs. U.S. 10-Year Bond Yield This chart shows the impact of inflation on bonds since World War II. Historically, higher inflation is matched by higher bond yields. Image: Goldman Sachs Global Investment Research
Inflation – Net % Expecting Higher Global CPI Investors seem less worried about inflation. Image: BofA Global Fund Manager Survey
Core CPI Inflation The jump in U.S. inflation is likely transitory. Image: Capital Economics
Inflation – Annualized 3-Month Headline CPI Change Has U.S. headline inflation peaked? Image: BofA Global Investment Strategy
Inflation – Annualized 3-Month Core CPI Change Has U.S. core inflation peaked? Image: BofA Global Investment Strategy
U.S. Headline CPI Inflation Forecast U.S. headline CPI indlation is expected to remain elevated in 2021. Image: Oxford Economics
Inflation – U.S. Core CPI Forecast What impact will rising inflation have on the U.S. stock market? Image: Financial Times
Inflation – U.S. 10-Year Yield and Core CPI Is the rise of inflation temporary, as bond yields are low given current core CPI? Image: Nordea and Macrobond
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 – U.S. Headline CPI Expectation for the Next Five Years Is inflation transitory? Market expectations for inflation for the next 5 years have shifted lower. Image: Arbor Research & Trading LLC