Search Results for: inflation

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. Breakeven Inflation Rate The decline in medium-term inflation expectations is indicative of a broader trend towards easing inflation, which may influence future economic policies and consumer behavior in the United States. Image: Morgan Stanley Wealth Management

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 Forecasts BofA forecasts that U.S. core PCE will move higher in the second half of 2024 due to unfavorable base effects, but risks are substantially lower compared to the two years prior. Image: BofA Global Research

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

U.S. Inflation – Core PCE and Core CPI Inflation is trending downward towards the Fed’s 2% target, a crucial aspect of its monetary policy aimed at maintaining price stability and anchoring inflation expectations at a moderate level. Image: BofA Global Research

Inflation – U.S. CPI Forecasts With inflation high, the Fed’s interest rate cut decisions require a delicate balance between price stability, economic expansion and employment support. Image: BofA Global Investment Strategy

U.S. Headline Inflation and U.S. Core PCE inflation According to Goldman Sachs, U.S. PCE inflation is expected to converge to the 2% target by 2025, potentially leading to a more predictable and stable economic environment for U.S. consumers. Image: Goldman Sachs Global Investment Research

U.S. Wages vs. U.S. Inflation Americans are facing real pay cuts due to high inflation, which has been rising faster than wages over the past couple of years. This has significantly eroded the real wages of most American workers. Image: Real Investment Advice

M2 Money Supply and CPI Inflation The significant decline in money supply growth is one of the factors contributing to the contraction of inflation in the United States. Image: Real Investment Advice

What Happens Globally When Inflation Hits 8% Historically, after a spike above 8%, global median inflation tends to be stickier over the following 5 years, causing economic challenges and impacting the purchasing power of individuals and businesses. Image: Deutsche Bank