Global Inflation
Global Inflation Interesting chart showing that inflation is largely a global phenomenon. Picture Source: J.P. Morgan Asset Management
Global Inflation Interesting chart showing that inflation is largely a global phenomenon. Picture Source: J.P. Morgan Asset Management
What Happens Globally When Inflation Hits 8% Historically, after a spike above 8%, global median inflation tends to be stickier over the following 5 years, causing economic challenges and impacting the purchasing power of individuals and businesses. Image: Deutsche Bank
Inflation – Net % Expecting Higher Global CPI Almost all FMS investors expect inflation rates to fall. Image: BofA Global Fund Manager Survey
Inflation – Global CPI and Components Is global inflation close to peaking? Image: Morgan Stanley Research
Global CPI Inflation Global inflation is expected to decline substantially in 2023. Image: Morgan Stanley Research
Inflation – U.S. CPI and PPI vs. Global Supply Chain Pressure Index Supply-chain pressures show signs of easing, which is good news for U.S. inflation. Image: BCA Research
Inflation – Global CPI Consensus Forecast Will global CPI continue to rise in 2022? Image: BofA Global Investment Strategy
Global Economic Strength Indices (Imports/Exports, Confidence, Inflation) Global trade is recovering after a period of weakness. That’s good news for inflation. Image: Arbor Research & Trading LLC
Global Impact of Rising Oil Prices on Global GDP and Inflation Nice chart showing the global impact of rising oil prices on GDP and inflation. Image: Oxford Economics
U.S. Core PCE Inflation Forecasts Goldman Sachs expects U.S. core PCE inflation to hit 3.5% in 2025, driven by tariff increases, with notable risks to growth and a higher likelihood of recession. Image: Goldman Sachs Global Investment Research
U.S. Core CPI and Headline Inflation Goldman Sachs forecasts U.S. core CPI inflation to be 2.8% year-over-year by the end of 2025, factoring in the impact of tariffs. Without tariffs, their projection for core CPI inflation would be 2.3% by year-end. Image: Goldman Sachs Global Investment Research