Inflation – Fed Funds Rate Less Core PCE vs. Fed Funds Rate It seems unlikely that the Fed will pause before the federal funds rate rises above the core PCE rate. Image: Morgan Stanley Wealth Management
Inflation – Core PCE and Forecasts Core pce inflation will likely cool but remain at elevated levels. Image: BofA Global Research
Valuation – Core PCE Inflation and CAPE Ratio Should investors worry about rising inflation? Image: TS Lombard
Inflation – Core PCE and CPI Core PCE and core CPI are expected to decline substantially in 2022 and 2023. Will the Fed be more dovish than expected? Image: Goldman Sachs Global Investment Research
U.S. Core PCE Inflation Goldman Sachs now expects U.S. core PCE inflation at 3.25% in Q4 2022. Image: Goldman Sachs Global Investment Research
Contributions to YoY Core PCE Inflation from Supply-Constrained Categories The contribution to U.S. core PCE inflation from supply-contrained categories is expected to fall significantly this year. Image: Goldman Sachs Global Investment Research
U.S. Core Inflation – Core PCE and Core CPI BofA expects U.S. core inflation to cool in 2022, but remain fairly high. Image: BofA Global Research
Baseline Forecast for U.S. Core PCE Inflation U.S. core PCE inflation is expected to remain above 3% through June 2022. Image: Morgan Stanley Research
Inflation – U.S. Core PCE Deflator Are fears of high inflation overblown? Image: Alpine Macro
WTI Oil Price and Core PCE Inflation Oil prices tend to be closely linked to inflation. Image: Alpine Macro