Search Results for: inflation

Inflation – CPI vs. M2 M2 growth tends to lead CPI by 16 months, suggesting lower U.S. inflation ahead. Image: Morgan Stanley Research

Inflation – Global CPI and Components Is global inflation close to peaking? Image: Morgan Stanley Research

Distance from Fed’s Policy Objectives for Inflation and Unemployment Is the U.S. economy headed for a hard landing? Image: Deutsche Bank

Global CPI Inflation Global inflation is expected to decline substantially in 2023. Image: Morgan Stanley Research

Contributions to Year-on-Year Core PCE Inflation Goldman Sachs expects U.S. core PCE inflation at 2.9% in December 2023. Image: Goldman Sachs Global Investment Research

Inflation vs. Short Term Rate Expectations Will recessionary conditions and cooler inflation force the Fed to cut rates in 2023? Image: BofA Global Fund Manager Survey

Inflation – Potential Paths for Core CPI With U.S. inflation cooler than expected, how long will core CPI remain high? Image: BofA Global Investment Strategy

Flexible and Sticky Inflation Sticky inflation (core services) remains elevated while flexible inflation (core goods) is declining. Image: Federal Reserve Bank of St. Louis

U.S. Core CPI Inflation Are market expectations of falling U.S. core CPI inflation rates too optimistic? Image: BofA Global Research

Inflation – U.S. CPI Consensus Forecasts Consensus expects U.S. inflation to hit 3.8% in 2023. Image: BofA Global Investment Strategy