Global Inflation

Global Inflation Interesting chart showing that inflation is largely a global phenomenon. Picture Source: J.P. Morgan Asset Management

Deflation Assets and Inflation Assets

Deflation Assets and Inflation Assets Deflation assets outperformed inflation assets 3 out of past 15 years. Image: BofA Global Investment Strategy

Sensitivity of S&P 500 Price to Real Rates and Breakeven Inflation

Sensitivity of S&P 500 Price to Real Rates and Breakeven Inflation Goldman Sachs expects breakeven inflation will continue to rise. The year-end S&P 500 price targets of 4300 this year and 4600 in 2022 remain unchanged. Image: Goldman Sachs Global Investment Research

U.S. Inflation and Biden Policies

U.S. Inflation and Biden Policies Fiscal stimulus is expected to produce somewhat higher inflation. Image: Goldman Sachs Global Investment Research