U.S. Headline and Core CPI Inflation Forecasts
U.S. Headline and Core CPI Inflation Forecasts BofA forecasts U.S. core CPI of 5.9% by year-end. Image: BofA Global Research
U.S. Headline and Core CPI Inflation Forecasts BofA forecasts U.S. core CPI of 5.9% by year-end. Image: BofA Global Research
Estimated Impact of Commodity Prices on YoY Core PCE Inflation Goldman Sachs forecasts U.S. core PCE inflation of 4.2% in December 2022. Image: Goldman Sachs Global Investment Research
U.S. Core PCE Inflation Will U.S. core PCE inflation fall faster than expected? Image: Alpine Macro
Inflation – Fed Funds Rate Less Core PCE vs. Fed Funds Rate It seems unlikely that the Fed will pause before the federal funds rate rises above the core PCE rate. Image: Morgan Stanley Wealth Management
Valuation – Core PCE Inflation and CAPE Ratio Should investors worry about rising inflation? Image: TS Lombard
Inflation – Core PCE and CPI Core PCE and core CPI are expected to decline substantially in 2022 and 2023. Will the Fed be more dovish than expected? Image: Goldman Sachs Global Investment Research
Inflation – U.S. Core CPI vs. ISM Manufacturing PMI (Leading Indicator) The U.S. ISM Manufacturing PMI tends to lead U.S. core CPI by 12 months. Image: BCA Research
Inflation – U.S. Core Goods CPI U.S. core goods CPI is expected to decelarate markedly this year. Image: Morgan Stanley Research
Contributions to YoY Core PCE Inflation from Supply-Constrained Categories The contribution to U.S. core PCE inflation from supply-contrained categories is expected to fall significantly this year. Image: Goldman Sachs Global Investment Research
Baseline Forecast for U.S. Core PCE Inflation U.S. core PCE inflation is expected to remain above 3% through June 2022. Image: Morgan Stanley Research