Inflation – Fed Funds vs. U.S. Core CPI
Inflation – Fed Funds vs. U.S. Core CPI Will the Fed pivot in 2023 if core CPI is significantly lower? Image: Morgan Stanley Research
Inflation – Fed Funds vs. U.S. Core CPI Will the Fed pivot in 2023 if core CPI is significantly lower? Image: Morgan Stanley Research
Margins – PPI Trade Service Index, Unit Labor Costs and U.S. Core CPI Are margins at risk in 2023? Image: Pantheon Macroeconomics
Inflation – U.S. Core CPI vs. ISM Manufacturing PMI (Leading Indicator) The U.S. ISM Manufacturing PMI tends to lead U.S. core CPI by 12 months. Image: BCA Research
Supply Disruption Index vs. U.S. Core CPI Inflation (Leading Indicator) Is U.S. core CPI inflation finally peaking? The supply disruption index tends to lead U.S. core CPI inflation by one month. Image: Alpine Macro
Inflation – U.S. Core CPI Are there really reasons to worry about U.S. inflation? Image: BCA Research
Inflation – Annualized 3-Month Core CPI Change Has U.S. core inflation peaked? Image: BofA Global Investment Strategy
Inflation – U.S. Core CPI Forecast What impact will rising inflation have on the U.S. stock market? Image: Financial Times
Inflation – U.S. 10-Year Yield and Core CPI Is the rise of inflation temporary, as bond yields are low given current core CPI? Image: Nordea and Macrobond
Inflation – S&P 500 P/E Ratio and U.S. Core CPI The U.S. equity market tends to see multiple compression when inflation gets over 4%. Image: Richardson Wealth
U.S. Core CPI and JOLTS Job Openings (Leading Indicator) JOLTS Job Openings tend to lead U.S. core CPI by 12 months. Image: BCA Research
U.S. ISM Manufacturing Index vs. U.S. Core CPI (Core Inflation Leading Indicator) U.S. annual core CPI at 1.3% in February. The U.S. ISM Manufacturing Index tends to lead 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 21 Months.“…