Keyword: 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

Core Inflation and Average Trailing S&P 500 P/E Ratio In periods of low inflation, the P/E ratio is higher. Conversely, high inflation tends to depress the P/E ratio. Image: Goldman Sachs Global Investment Research

Volatility of U.S. GDP Growth, Inflation and Unemployment Rates Interesting chart showing the decline in volatility of the U.S. economy that occurred in the 1980s. Image: Goldman Sachs Global Investment Research

Inflation – Price Changes Since 2000 in the U.S. Headlines say there’s no inflation, but most important things in life are getting more expensive in the United States. Image: Deutsche Bank Global Research

Estimated Tariff Impact on Core Inflation President Trump’s decision to increase the tariff rate will lead to a greater boost to U.S. consumer prices. Image: Goldman Sachs Global Investment Research

Why Is Core Inflation So Low Compared To Previous Business Cycles? The Consumer Price Index Less Food & Energy (Core CPI) is very low compared to previous business cycles in the US, for several reasons: – not fast-rising money supply – globalization: inflation is a global phenomenon – lack of wage acceleration – increase in…

Total Annual Health Care Spending Per U.S. Family Headlines say there’s no inflation, but U.S. health care costs have skyrocketed. The annual health care cost for U.S. families is $23,000 vs. $10,000 in 2003. Image: Deutsche Bank Global Research

Demographics and U.S. 10-year Treasury Yield The trend in global savings has turned. The chart suggests that the dis-saving phase is likely to be inflationary. Image: Gavekal, Macrobond