Search Results for: inflation

Inflation – PPI to CPI Spread vs. S&P 500 When the spread between PPI and CPI widens, it does not bode well for corporate profits. Image: Real Investment Advice

Fed Tightening Cycles vs. U.S. Inflation Expectations Should investors brace for a hard landing? Image: Goldman Sachs Global Investment Research

Do You Think Inflation Is Transitory or Permanent? 49% of FMS investors see inflation as permanent rather than transitory. Image: BofA Global Fund Manager Survey

Inflation – Net % Expecting Higher Global CPI Is inflation permanent or transitory? So far, stagflation expectations are rising. Image: BofA Global Fund Manager Survey

U.S. Inflation vs. Fed Funds and S&P 500 Historically, the combination of high inflation with Fed tightening monetary policy does not bode well for the S&P 500. Image: Real Investment Advice

Wars – S&P 500 in Real Terms and U.S. CPI Inflation Will inflation hurt U.S. equity returns? Image: Gavekal, Macrobond

Inflation – 2-Year Change in Labor Participation Rate and 2-Year Change in CPI Growth Labor shortages contribute to inflation. Image: Alpine Macro

U.S. 10-Year Breakeven Inflation Rate vs. U.S. 10-Year Real Rate As stagflation is a growing threat to the U.S. economy, will the Fed maintain a loose policy? Image: Goldman Sachs Global Investment Research

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

Valuation – Inflation and the S&P 500 Earnings Yield Inflation suggests that U.S. stocks look expensive. Image: Morgan Stanley Wealth Management