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

Deflation Assets and Inflation Assets Deflation assets outperformed inflation assets 3 out of past 15 years. Image: BofA Global Investment Strategy

Sensitivity of S&P 500 Price to Real Rates and Breakeven Inflation Goldman Sachs expects breakeven inflation will continue to rise. The year-end S&P 500 price targets of 4300 this year and 4600 in 2022 remain unchanged. Image: Goldman Sachs Global Investment Research

Inflation Assets and Deflation Assets Is inflation asset underperformance over? Image: BofA Global Investment Strategy

U.S. 10-Year Breakeven Inflation Rate and U.S. 10-Year Real Rate Inflation isn’t dead, as traders expect U.S. inflation to rise meaningfully over the coming decade. Image: Goldman Sachs Global Investment Research

Inflation and Real Total Returns – S&P 500, 60/40 Portofolio and U.S. 10-Year Bonds Historically, equities have generated the highest annualised returns in periods when inflation is below 1% and rising. Image: Goldman Sachs Global Investment Research

U.S. Inflation and Biden Policies Fiscal stimulus is expected to produce somewhat higher inflation. Image: Goldman Sachs Global Investment Research

S&P 500 Valuation – Average 12m Fwd P/E and Y/Y Headline Inflation Chart suggesting that rising inflation is good for P/E until inflation exceeds 3%. Image: Goldman Sachs Global Investment Research