Inflation – U.S. Core CPI vs. ISM Manufacturing PMI (Leading Indicator)
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 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
Inflation – U.S. Core CPI Are there really reasons to worry about U.S. inflation? Image: BCA Research
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