Search Results for: CPI

Global CPI Inflation Global inflation is expected to decline substantially in 2023. Image: Morgan Stanley Research

Margins – PPI Trade Service Index, Unit Labor Costs and U.S. Core CPI Are margins at risk in 2023? Image: Pantheon Macroeconomics

Inflation – Potential Paths for Core CPI With U.S. inflation cooler than expected, how long will core CPI remain high? Image: BofA Global Investment Strategy

S&P 500 Trailing P/E + CPI YoY and Prior Market Bottoms Historically, U.S. stocks bottomed when the S&P 500 trailing P/E + CPI was below 20. Image: BofA US Equity & Quant Strategy

U.S. Core CPI Inflation Are market expectations of falling U.S. core CPI inflation rates too optimistic? Image: BofA Global Research

Inflation – U.S. CPI Consensus Forecasts Consensus expects U.S. inflation to hit 3.8% in 2023. Image: BofA Global Investment Strategy

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

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

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

U.S. ISM Manufacturing Prices Paid vs. U.S. CPI Inflation (Leading Indicator) The U.S. ISM manufacturing prices paid index tends lead U.S. inflation by 3 months. Image: Macro Markets Daily