Search Results for: global inflation

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

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

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 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 Historically, inflation has not risen sharply following pandemics, because pandemics tend to lower aggregate demand. Image: Goldman Sachs Global Investment Research

Inflation – UN Food and Agriculture World Food Price Index Will global food prices continue to soar? Image: BofA Global Investment Strategy

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

Fund Flows in Different Real Rate and Breakeven Inflation Environments Equity funds tend to experience net inflows when real rates rise. Image: Goldman Sachs Global Investment Research

U.S. 60/40 Portfolio Real Returns and U.S. CPI Inflation Above 3% and Rising 60/40 portfolios tend to suffer when inflation is above 3% and rising. Image: Goldman Sachs Global Investment Research