Search Results for: inflation

Different Inflation Buckets Chart suggesting how inflation affects the P/E ratio. Image: Deutsche Bank

Oil Price vs. 10-Year Breakeven Inflation The collapse in the price of oil is creating a disinflationary risk. Image: Piper Sandler

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…

Value vs. Growth Stocks and U.S. 5-Year Inflation Breakeven Rate According to BofA, value stocks are broken after the worst performance relative to growth over a 10-year period. Image: BofA Research Investment Committee

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

Inflation Expectations vs. Treasury Yields The relationship between Treasury yields and inflation expectations has broken down. Image: Credit Suisse

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

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