U.S. Breakeven Inflation Rate

U.S. Breakeven Inflation Rate While U.S. inflation breakeven rates have been moving higher recently, inflation expectations remain relatively well-anchored, which is crucial for maintaining price stability and economic confidence. Image: Goldman Sachs Global Investment Research

Developed Market Core Inflation Rates

Developed Market Core Inflation Rates In most major economies, inflation rates have significantly eased. While challenges remain, current trends suggest that inflationary pressures are gradually coming under control. Image: Goldman Sachs Global Investment Research

Contributions to Year-on-Year U.S. Core PCE Inflation

Contributions to Year-on-Year U.S. Core PCE Inflation U.S. core inflation has been steadily declining, nearing the Federal Reserve’s 2% objective and suggesting a normalization of price pressures. Image: Goldman Sachs Global Investment Research

Contributions to Year-on-Year Headline CPI Inflation

Contributions to Year-on-Year Headline CPI Inflation The combination of declining contributions from key sectors like shelter and transportation is expected to lead to a notable slowdown in U.S. headline CPI inflation, reaching 2.2% by the end of 2025. Image: Goldman Sachs Global Investment Research

How FMS Investors Believe the Global Economy Trends Will Be in Next 12 Months

How FMS Investors Believe the Global Economy Trends Will Be in Next 12 Months 50% of FMS investors expect stagflation in the global economy over the next 12 months, marked by stagnant growth and high inflation, while 34% foresee stagnation, leading to a cautious investment approach. Image: BofA Global Fund Manager Survey

Number of Global Central Bank Rate Cuts

Number of Global Central Bank Rate Cuts Central banks globally are responding to slowing inflation and the need to stimulate economic growth by cutting interest rates at an unprecedented pace since the COVID-19 pandemic. Image: BofA Global Investment Strategy

Inflation – U.S. Core PCE

Inflation – U.S. Core PCE The GS Core Inflation Tracker currently remains below the Federal Reserve’s target of 2%, which is a crucial component of its monetary policy aimed at ensuring price stability and anchoring inflation expectations. Image: Goldman Sachs Global Investment Research

G7 Inflation Average

G7 Inflation Average Current projections and trends suggest a return to 5% inflation is unlikely in the near term, but long-term structural changes and unforeseen shocks could alter this outlook. Image: BofA Global Investment Strategy

Inflation and Shipping Costs

Inflation and Shipping Costs Global shipping rates usually lead producer prices by six months, indicating a potential rise in the Consumer Price Index in the near future. Image: BofA Global Investment Strategy

U.S. CPI Inflation vs. U.S. 10-Year Bond Yield

U.S. CPI Inflation vs. U.S. 10-Year Bond Yield CPI dynamics in early 2024 show a clear pattern: Q1’s higher inflation prompted increased Fed scrutiny, while Q2’s declines suggest potential interest rate cuts, impacting market expectations and U.S. Treasury yields on CPI days. Image: BofA Global Research

Inflation – U.S. Core PCE and Core CPI

Inflation – U.S. Core PCE and Core CPI Goldman Sachs’ forecast of a continuous decline in U.S. core PCE and core CPI suggests a potential slowdown in inflationary pressures, which could have significant implications for the overall economic outlook. Image: Goldman Sachs Global Investment Research