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
Returns for Major Global Financial Assets April was a standout month for the S&P 500, which surged 10.5%, even as U.S. Treasuries came under pressure amid rising inflation concerns and fading hopes for Fed rate cuts. Image: Deutsche Bank
Cash Allocation by Non-Bank Investors Globally Non‑bank global investors are rotating out of stocks and bonds and into cash as the Middle East conflict‑related energy shock raises inflation fears and the risk of higher interest rates. Image: J.P. Morgan