Search Results for: inflation

Fed Funds vs. NFIB Small Business Jobs Hard to Fill Historically, higher wage inflation is associated with higher Fed funds. Image: BofA Global Investment Strategy

U.S. Corporate High Yield Bonds and U.S. CPI Currently, U.S. high yield bonds no longer compensate for U.S. inflation. Image: Morgan Stanley Wealth Management

Velocity of M2 Money Stock in the U.S. Is there really an inflation threat? The surge in M2 money growth has coincided with a collapse in M2 velocity. Image: The Daily Shot

U.S. Real GDP Growth Forecast Is a period of inflation combined with a decline or stagnant U.S. GDP on the horizon? Image: BofA Global Investment Strategy

TIPS Flows in H1 Strong inflows into TIPS in H1, as investors are keen to buy inflation protection. Image: BofA Global Research

Treasury Market – U.S. 10-Year Nominal Treasury Yields and 10-Year Breakevens Have growth and inflation peaked? Image: Morgan Stanley Research

U.S. Small Cap vs. U.S. Value Fund Cumulative Flows Flows into small cap and value funds are improving amid rising inflation. Image: BofA Global Investment Strategy

Small Cap vs. Large Cap Correlation with US 10-Year Breakeven When inflation expectations rise, small-caps tend to outperform large caps. Image: BofA Global Investment Strategy

Commodities vs. Global Equities Total Return Commodities have long been considered a powerful hedge against inflation. Image: BofA Global Investment Strategy

Cumulative Bull vs. Bear Markets Why do bear markets matter? Inflation-adjusted bull markets are almost completely wiped out by the subsequent bear market. Image: Real Investment Advice