Inflation – U.S. Headline CPI YoY Change and Estimated CPI
Inflation – U.S. Headline CPI YoY Change and Estimated CPI Will U.S. inflation fall below 5% in February 2023? Image: Morgan Stanley Wealth Management
Inflation – U.S. Headline CPI YoY Change and Estimated CPI Will U.S. inflation fall below 5% in February 2023? Image: Morgan Stanley Wealth Management
Inflation – U.S. Headline CPI and 1-Year and 2-Year Breakevens Is the surge in U.S. inflation transitory? Image: Alpine Macro
Valuation – S&P 500 Trailing Price to Earnings Ratio vs. YoY Change in CPI Will inflation continue to hurt S&P 500 returns? Image: BofA US Equity & Quant Strategy
Inflation – Annualized 6-Month Headline CPI Change Has U.S. headline CPI inflation finally peaked? Image: BofA Global Investment Strategy
Inflation – U.S. CPI and PPI vs. Global Supply Chain Pressure Index Supply-chain pressures show signs of easing, which is good news for U.S. inflation. Image: BCA Research
Fed – Median U.S. CPI at the Start of the 13 Hiking Cycles Could the Fed cut rates even if inflation remains elevated? Image: Deutsche Bank
Inflation – U.S. Headline CPI vs. U.S. Unemployment Rate Historically, U.S. inflation peaks before the unemployment rate bottoms. Image: J.P. Morgan Asset Management
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