Search Results for: inflation

Yields and Breakeven Inflation on 10-Year U.S. Treasuries Breakeven inflation seems to have peaked. Image: Gavekal, Macrobond

Inflation – U.S. Headline CPI Expectation for the Next Five Years Market expectations for inflation for the next 5 years continue to fall, as investors see transitory inflation. Image: Arbor Research & Trading LLC

U.S. Transitory Inflation Meter Is U.S. inflation transitory? BofA expects core PCE inflation will settle down to 2.1% by the end of 2022. Image: BofA Global Research

U.S. CPI Inflation vs. U.S. 10-Year Bond Yield This chart shows the impact of inflation on bonds. Historically, higher inflation is matched by higher bond yields. Image: Goldman Sachs Global Investment Research

Inflation – Net % Expecting Higher Global CPI Investors seem less worried about inflation. Image: BofA Global Fund Manager Survey

Core CPI Inflation The jump in U.S. inflation is likely transitory. Image: Capital Economics

Inflation – Annualized 3-Month Headline CPI Change Has U.S. headline inflation peaked? Image: BofA Global Investment Strategy

Inflation – Annualized 3-Month Core CPI Change Has U.S. core inflation peaked? Image: BofA Global Investment Strategy

U.S. Headline CPI Inflation Forecast U.S. headline CPI indlation is expected to remain elevated in 2021. Image: Oxford Economics

Inflation vs. S&P 500 Trailing P/E The U.S. equity market tends to see multiple compression when inflation rises (R² = 0.54). Image: BofA US Equity & Quant Strategy