Search Results for: Core CPI

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

Inflation – Potential Paths for Core CPI U.S. core CPI remains well above the Fed’s 2% inflation target. Image: BofA Global Investment Strategy

Small Cap Stocks – Annual Change in Core CPI vs. Russell 2000 Relative to S&P 500 Should investors overweight U.S. small-cap stocks in their portfolio? Image: Alpine Macro

Inflation – Fed Funds vs. U.S. Core CPI Will the Fed pivot in 2023 if core CPI is significantly lower? 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

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

U.S. Headline and Core CPI Inflation Forecasts BofA forecasts U.S. core CPI of 5.9% by year-end. Image: BofA Global Research

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

U.S. Core Inflation – Core PCE and Core CPI BofA expects U.S. core inflation to cool in 2022, but remain fairly high. Image: BofA Global Research

Supply Disruption Index vs. U.S. Core CPI Inflation (Leading Indicator) Is U.S. core CPI inflation finally peaking? The supply disruption index tends to lead U.S. core CPI inflation by one month. Image: Alpine Macro