Search Results for: inflation

President Biden’s Approval Rating vs. CPI Inflation Rising inflation continues to weigh on President Biden’s approval rating. Image: BofA Global Investment Strategy

Wage Inflation – U.S. Average Hourly Earnings Expectations U.S. average hourly earnings rose more than expected in December. Image: BofA Global Investment Strategy

U.S. Core Inflation – Core PCE and Core CPI BofA expects U.S. core inflation to cool in 2022, but remain fairly high. Image: BofA Global Research

Core PCE Inflation Forecasts Goldman Sachs expects core PCE inflation to rise modestly above 2% in 2023 and 2024. Image: Goldman Sachs Global Investment Research

Estimated Impact of Commodity Prices on YoY Core PCE Inflation The boost of commodity prices on YoY core PCE inflation is expected to decline significantly in 2022. Image: Goldman Sachs Global Investment Research

Inflationary Pressures – WTI Crude Oil Futures Will oil prices continue to rise in 2022? Image: Morgan Stanley Research

U.S. Core PCE Inflation Despite inflation worries, U.S. core PCE inflation remains below what a 2% trend would have done since 2002. Image: The Daily Shot

Contributions to Year-on-Year Core PCE Inflation Goldman Sachs expects core inflation to remain fairly high in 2022. Image: Goldman Sachs Global Investment Research

Returns – S&P 500 Industry Group Sensitivity to Real Rates and Breakeven Inflation Should investors overweight healthcare and financials for 2022? Image: Goldman Sachs Global Investment Research

Inflation – Consensus U.S. CPI Forecasts U.S. inflation is expected to ease gradually next year on slower demand growth and removal of supply bottlenecks. Image: Deutsche Bank