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

Inflation – U.S. Core CPI Goods and Core CPI Services 20 years of almost no inflation in goods. Image: Deutsche Bank Global Research

Deflation Assets vs. Inflation Assets The leadership is still deflationary, and the laggards are inflationary. 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

Global FX Volatility In the current environment of low inflation and low interest rates, volatility in foreign exchange markets hits record low. Image: BofA Global Investment Strategy

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