Search Results for: global inflation

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

Inflation – Net % Expecting Higher Global CPI Investors seem less worried about inflation. Image: BofA Global Fund Manager Survey

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. Transitory Inflation Meter Is U.S. inflation transitory? BofA expects core PCE inflation will settle down to 2.1% by the end of 2022. Image: BofA Global Research

U.S. CPI Inflation vs. U.S. 10-Year Bond Yield This chart shows the impact of inflation on bonds. Historically, higher inflation is matched by higher bond yields. Image: Goldman Sachs Global Investment Research

Inflation – Annualized 3-Month Headline CPI Change Has U.S. headline inflation peaked? Image: BofA Global Investment Strategy

Inflation – Annualized 3-Month Core CPI Change Has U.S. core inflation peaked? Image: BofA Global Investment Strategy

S&P 500 NTM Earnings Yield Gap – Earnings Yield Gap vs. Inflation and U.S. Treasury Yield The earnings yield gap vs. U.S. 10-year Treasury yield is low, but still above its long-term average. Image: Goldman Sachs Global Investment Research

U.S. Wage Inflation – Average Hourly Earnings: Leisure and Hospitality Wage inflation is building in the service industry in a context of labor shortages. Image: BofA Global Research