Search Results for: Core CPI

Core CPI Inflation The jump in U.S. inflation is likely transitory. Image: Capital Economics

Inflation – Annualized 3-Month Core CPI Change Has U.S. core inflation peaked? Image: BofA Global Investment Strategy

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

Inflation – S&P 500 P/E Ratio and U.S. Core CPI The U.S. equity market tends to see multiple compression when inflation gets over 4%. Image: Richardson Wealth

Inflation – Monthly Core CPI Forecasts U.S. core CPI is expected to moderate. Image: BofA Global Research

U.S. Core CPI and JOLTS Job Openings (Leading Indicator) JOLTS Job Openings tend to lead U.S. core CPI by 12 months. Image: BCA Research

U.S. ISM Manufacturing Index vs. U.S. Core CPI (Core Inflation Leading Indicator) U.S. annual core CPI at 1.3% in February. The U.S. ISM Manufacturing Index tends to lead 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 21 Months.“…

Emerging Markets Total Return Index (Equities Relative to Bonds) and OECD Core CPI (Leading Indicator) Emerging markets equities relative to bonds tend to lead OECD core CPI by 40 weeks. Image: BCA Research

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