Global Inflation

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

Measures of U.S. Underlying Inflation

Measures of U.S. Underlying Inflation Underlying inflation remains subdued, as the U.S. economy is well below full employment. Image: Goldman Sachs Global Investment Research

Inflation – S&P 500 and the CPI YoY Index

Inflation – S&P 500 and the CPI YoY Index The secular chart could suggest a late 1950s pattern. Rising inflation is not necessarily bearish for the S&P 500. Image: BofA Global Research Click the Image to Enlarge

Median CPI Inflation Around Pandemics/Wars

Median CPI Inflation Around Pandemics/Wars Historically, inflation has not risen sharply following pandemics, because pandemics tend to lower aggregate demand. Image: Goldman Sachs Global Investment Research

Deflation Assets vs. Inflation Assets

Deflation Assets vs. Inflation Assets Is the 40-year bull market in bonds over? Deflation Assets: government bonds, U.S. investment grade, S&P 500, U.S. consumer discretionary, growth and US high yield.Inflation Assets: TIPS, EAFE, U.S. banks, value and cash. Image: BofA Global Investment Strategy