U.S. ISM Manufacturing Index vs. U.S. Core CPI (Core Inflation Leading Indicator)

U.S. ISM Manufacturing Index vs. U.S. Core CPI (Core Inflation Leading Indicator) U.S. annual core CPI at 1.7% in August. This chart suggests that the U.S. ISM Manufacturing Index leads U.S. Core CPI by 24 months. You may also like “ISM Manufacturing Index vs. S&P 500 Index” and “U.S. Core Inflation Expected Over the Next…

U.S. Five-Year Inflation Swap and WTI Oil

U.S. Five-Year Inflation Swap and WTI Oil Chart suggesting the correlation between inflation expectations and oil prices. Image: Morgan Stanley Wealth Management

U.S. Demographics vs. U.S. Inflation

U.S. Demographics vs. U.S. Inflation Chart suggesting the correlation between demographics and inflation in the United States. Image: BofA Research Investment Committee

Asset Price Inflation and “Real Economy” Inflation

Asset Price Inflation and “Real Economy” Inflation Persistent low interest rates could explain the wide divergence between asset prices and real economy prices, over the past decade. Image: Goldman Sachs Global Investment Research

U.S. 10-Year Breakeven Inflation

U.S. 10-Year Breakeven Inflation U.S. inflation expectations hit a 6-month high, but remain lower than the Fed’s 2% inflation target. Image: Morgan Stanley Wealth Management