Search Results for: inflation

Valuation – S&P 500 PER and U.S. CPI Inflation Falling headline inflation in the United Sates has contributed to the increase in valuation multiples. Image: Morgan Stanley Wealth Management

U.S. Core PCE Inflation Goldman Sachs still expects U.S. core inflation to continue to decline. Image: Goldman Sachs Global Investment Research

U.S. Core CPI Inflation The level of U.S. core inflation is currently showing a tendency to remain persistent, which could potentially be a cause for concern. Image: BofA Global Research

Inflation – PPI to CPI Spread vs. S&P 500 A collapse of the spread between PPI (Producer Price Index) and CPI (Consumer Price Index) may be interpreted as a sign of decreased inflationary pressures, which is a positive factor for the U.S. stock market. Image: Real Investment Advice

Inflation – Fed Funds Rate and CPI Will the Fed pause its rate hikes? Historically, Fed’s tightening cycles have ended when the federal funds rate is above CPI. Image: Carson Investment Research

Inflation – Core U.S. CPI and Real Annualized Total Return for the S&P 500 U.S. core inflation above +0.2% MoM typically does not bode well for S&P 500 real returns. Image: Deutsche Bank

Inflation – U.S. Core PCE The high U.S. core PCE inflation of 4.6% in March does not yet support terminating the Fed hiking cycle. Image: Morgan Stanley Wealth Management

Inequality – Inflation Adjusted U.S. Household Net Worth by Brackets Wealth inequality has reached unprecedented levels in recent times. The wealth gap between the top 10% and the bottom 90% has exploded. Image: Real Investment Advice

Headline Inflation and Future S&P 500 Index Returns When inflation is high, future returns on U.S. equities tend to be lower than average. Image: True Insights

S&P 500 Total Return and Historical Inflation Peaks Historically, U.S. stocks tend to rise if there is no recession following an inflation peak. Image: Goldman Sachs Global Investment Research