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 CPI Inflation U.S. inflation cooled in February as core CPI rose 0.22%, right on expectations. The annual rate slowed to 2.5%, marking steady disinflation progress but still short of the Fed’s 2% target. Image: Goldman Sachs Global Investment Research
Effect of a 10% Increase in Oil Prices on Inflation A 10% rise in crude oil prices would add modestly to headline inflation over the year. But if higher prices persist, the inflation effect would linger and growth would take a bigger hit. Image: Goldman Sachs Global Investment Research