Search Results for: inflation

Developed Market Core Inflation Rates Despite efforts to combat inflation through various monetary policies, core inflation rates remain high in many developed markets. Image: BofA Global Investment Strategy

Inflation – CPI Services vs. PPI Services and ISM Non-Manufacturing Prices Paid (Leading Indicator) The ISM Non-Manufacturing Prices Paid and PPI services tend to lead CPI services by 9 months. Image: Alpine Macro

WTI Oil Price vs. CPI Inflation (Leading Indicator) Oil prices tend to lead U.S. CPI inflation by 6 months. Image: Alpine Macro

U.S. Core Inflation vs. Unemployment at First Cut in Each Fed Easing Cycle The U.S. unemployment rate and core inflation do not suggest that the Fed will cut interest rates anytime soon. Image: Deutsche Bank

Inflation – ISM Services Business Prices vs. Copper The rise of copper prices is a cause for concern as it can lead to higher prices for a variety of goods and services. Image: Steno Research

U.S. Breakeven Inflation Rate U.S. breakeven inflation expectations are rising. Will the Fed overshoot on rate hikes? Image: Morgan Stanley Wealth Management

U.S. Recession – 3-Month T-Bills Minus 12-Month CPI Inflation and 10-Year Treasury Rate Minus 12-Month CPI Inflation Historically, there has never been a recession in the United States with negative real interest rates. Image: Gavekal, Macrobond

Inflation – U.S. Trimmed and Median CPI Trimmed and median CPI remain sticky so far, which suggests that further rate hikes may be needed to tame inflation. Image: Deutsche Bank

Inflation – Net % Expecting Higher Global CPI Almost all FMS investors expect inflation rates to fall. Image: BofA Global Fund Manager Survey

Inflation-Adjusted S&P 500 12 Months Before and 18 Months After Inflation Peaks Since WWII, the S&P 500 has bottomed seven months after the peak in CPI inflation. Image: Stifel