<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Search Results for &#8220;global inflation&#8221; &#8211; ISABELNET</title>
	<atom:link href="https://www.isabelnet.com/search/global+inflation/feed/rss2/" rel="self" type="application/rss+xml" />
	<link>https://www.isabelnet.com</link>
	<description>Advanced Stock Market Forecast for Professional and Individual</description>
	<lastBuildDate>Mon, 28 Sep 2026 08:30:30 +0000</lastBuildDate>
	<language>en-US</language>
	<sy:updatePeriod>
	hourly	</sy:updatePeriod>
	<sy:updateFrequency>
	1	</sy:updateFrequency>
	<generator>https://wordpress.org/?v=7.1.3</generator>

<image>
	<url>https://www.isabelnet.com/wp-content/uploads/2019/02/icon-png.png</url>
	<title>Search Results for &#8220;global inflation&#8221; &#8211; ISABELNET</title>
	<link>https://www.isabelnet.com</link>
	<width>32</width>
	<height>32</height>
</image> 
	<item>
		<title>U.S. Core CPI Forecast</title>
		<link>https://www.isabelnet.com/inflation-monthly-core-cpi-forecasts/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 28 Sep 2026 08:30:33 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=51430</guid>

					<description><![CDATA[U.S. Core CPI Forecast Goldman Sachs expects hotter U.S. core CPI than markets in September and October, but cooler readings in November and December, meaning markets underprice near-term inflation risk while overpricing its persistence later. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Core PCE Inflation Forecast</title>
		<link>https://www.isabelnet.com/u-s-inflation-expectations-u-s-5-year-breakeven-and-u-s-core-pce-price-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 24 Sep 2026 08:31:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=43418</guid>

					<description><![CDATA[U.S. Core PCE Inflation Forecast Goldman Sachs sees U.S. core PCE cooling to 2.2% year-over-year by Q4 2027, and that makes a string of additional rate hikes beyond today&#8217;s pricing hard to justify. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>5-Year Rolling Return of U.S. 10-Year Bonds</title>
		<link>https://www.isabelnet.com/u-s-long-term-government-bond-returns/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 23 Sep 2026 08:30:34 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=75959</guid>

					<description><![CDATA[5-Year Rolling Return of U.S. 10-Year Bonds Five-year rolling returns on 10-year U.S. Treasuries are now among the worst in a century, both before and after inflation. Much of the damage was done in the 2022 rate-hiking cycle. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>World Portfolio / Gold &#8211; 1-Month Rolling Correlation</title>
		<link>https://www.isabelnet.com/60-40-equity-bond-portfolio-performance-across-regions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 11 Sep 2026 08:30:32 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=30723</guid>

					<description><![CDATA[World Portfolio / Gold &#8211; 1-Month Rolling Correlation Gold diversifies global portfolios again, acting as insurance against currency depreciation, geopolitical risk, and inflation, and as a hedge when stocks and bonds don&#8217;t move together. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Global Monetary Policy Stimulus and Global Manufacturing PMI</title>
		<link>https://www.isabelnet.com/central-banks-global-monetary-policy-stimulus-leads-global-manufacturing-pmi/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 07 Aug 2026 08:30:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=12772</guid>

					<description><![CDATA[Global Monetary Policy Stimulus and Global Manufacturing PMI 2026 belonged to global growth, but the wind is turning. Inflation is firming, putting rate hikes back in play. The road into 2027 looks slower and bumpier. Image: Topdown Charts]]></description>
		
		
		
			</item>
		<item>
		<title>Gold Price vs. Market Pricing of 25bp Fed Hikes (Inverted)</title>
		<link>https://www.isabelnet.com/gold-price-in-us-vs-u-s-10-year-treasury-minus-10-year-tips-inverted/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 21 Jul 2026 08:30:35 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=57369</guid>

					<description><![CDATA[Gold Price vs. Market Pricing of 25bp Fed Hikes (Inverted) Gold struggles as energy‑driven inflation keeps Fed rate‑hike risks alive, lifting the dollar and real yields and capping near‑term gains for bullion. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Revision to Consensus Hyperscaler Year/Year Capex Growth</title>
		<link>https://www.isabelnet.com/revision-to-consensus-hyperscaler-year-year-capex-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 06 Jul 2026 08:30:09 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=144528</guid>

					<description><![CDATA[Revision to Consensus Hyperscaler Year/Year Capex Growth 2027 capex is still a moving target for hyperscalers. They look more likely to overshoot than undershoot on AI spending, which could keep AI-driven inflation stickier for longer. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Breakeven Inflation Rate</title>
		<link>https://www.isabelnet.com/u-s-breakeven-inflation-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 30 Jun 2026 08:30:26 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=79834</guid>

					<description><![CDATA[U.S. Breakeven Inflation Rate U.S. breakeven inflation rates are not just easing. They have been falling sharply, pointing to markets pricing in weaker inflation ahead, a welcome sign for stability and growth. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 vs. U.S. 10-Year Bond Correlation</title>
		<link>https://www.isabelnet.com/u-s-markets-sp-500-vs-u-s-10-year-bond-correlation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 23 Jun 2026 08:30:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=64137</guid>

					<description><![CDATA[S&#38;P 500 vs. U.S. 10-Year Bond Correlation Since the COVID-19 pandemic, equities and bonds have increasingly moved in tandem, especially during inflation spikes and rate hikes, weakening bonds&#8217; traditional role as a diversifier. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Median Annual S&#038;P 500 Total Return Based on Nominal 10-Year U.S. Treasury Yield</title>
		<link>https://www.isabelnet.com/sp-500-total-return-vs-u-s-high-yield-high-grade-total-return-relative/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 20 May 2026 08:30:52 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=47148</guid>

					<description><![CDATA[Median Annual S&#38;P 500 Total Return Based on Nominal 10-Year U.S. Treasury Yield There is no fixed relationship between bond yields and equity returns. Their correlation changes over time, driven by inflation dynamics, rate expectations, and shifts in credit risk. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Cash Allocation by Non-Bank Investors Globally</title>
		<link>https://www.isabelnet.com/global-m2-ex-china-and-cash-allocation-by-non-bank-investors-globally/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 27 Mar 2026 09:30:21 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=31972</guid>

					<description><![CDATA[Cash Allocation by Non-Bank Investors Globally Non‑bank global investors are rotating out of stocks and bonds and into cash as the Middle East conflict‑related energy shock raises inflation fears and the risk of higher interest rates. Image: J.P. Morgan]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Core CPI Inflation</title>
		<link>https://www.isabelnet.com/u-s-core-cpi-inflation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 12 Mar 2026 09:31:19 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=76371</guid>

					<description><![CDATA[U.S. Core CPI Inflation U.S. inflation cooled in February as core CPI rose 0.22%, right on expectations. The annual rate slowed to 2.5%, marking steady disinflation progress but still short of the Fed&#8217;s 2% target. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Effect of a 10% Increase in Oil Prices on Inflation</title>
		<link>https://www.isabelnet.com/brent-crude-oil-and-10-year-u-s-inflation-breakeven-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 04 Mar 2026 09:30:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=61129</guid>

					<description><![CDATA[Effect of a 10% Increase in Oil Prices on Inflation A 10% rise in crude oil prices would add modestly to headline inflation over the year. But if higher prices persist, the inflation effect would linger and growth would take a bigger hit. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Estimated Wealth Effects on Annualized Real PCE Growth</title>
		<link>https://www.isabelnet.com/contributions-to-year-on-year-core-pce-inflation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 25 Feb 2026 09:30:39 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=61825</guid>

					<description><![CDATA[Estimated Wealth Effects on Annualized Real PCE Growth Should stocks stumble, the positive wealth effect supporting consumption may turn into a headwind during the second half of 2026. After all, consumer sentiment is definitely tied to market performance. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Impact of Tariff Policies on the Effective Tariff Rate</title>
		<link>https://www.isabelnet.com/increased-tariffs-between-the-u-s-and-china-is-it-bad-or-good-for-the-u-s/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 23 Feb 2026 09:30:28 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=6919</guid>

					<description><![CDATA[Impact of Tariff Policies on the Effective Tariff Rate The Supreme Court&#8217;s ruling on the IEEPA tariffs barely moves the needle: the change only trims the effective tariff increase since early 2025, from just over 10pp to 9pp, leaving inflation and growth forecasts largely untouched. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Financial Conditions Index and SLOOS</title>
		<link>https://www.isabelnet.com/impulse-to-quarterly-annualized-gdp-growth-from-fiscal-policy-and-financial-conditions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 05 Jan 2026 09:30:47 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=77962</guid>

					<description><![CDATA[U.S. Financial Conditions Index and SLOOS With financial conditions easing and banks pulling back on loan tightening, the U.S. economy looks poised for stronger investment, hiring, and growth. But those tailwinds could reignite inflation if demand runs ahead of supply. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Valuation &#8211; Shiller P/E and U.S. 10-Year Yield</title>
		<link>https://www.isabelnet.com/valuation-shiller-p-e-and-u-s-10-year-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 29 Oct 2025 09:30:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=65671</guid>

					<description><![CDATA[Valuation &#8211; Shiller P/E and U.S. 10-Year Yield Sure, U.S. equities are expensive, but inflation and debt worries make bonds no easy refuge either. The smart move now? Stay selective, not scared. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Real Yields and Gold</title>
		<link>https://www.isabelnet.com/u-s-real-yields-and-gold-leading-indicator/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 26 Aug 2025 08:30:11 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=21975</guid>

					<description><![CDATA[U.S. Real Yields and Gold Gold&#8217;s typical inverse link to real rates is fundamental, but inflation expectations, central bank buying, geopolitical risks, and investor sentiment driven by debt and fiscal worries can disrupt this relationship for extended periods. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Gold &#8211; Global Central Bank Holdings</title>
		<link>https://www.isabelnet.com/gld-gold-holdings/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 19 Aug 2025 08:31:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=10938</guid>

					<description><![CDATA[Gold &#8211; Global Central Bank Holdings Central bank gold demand cycles respond to global economic and political factors. Recently, demand has increased amid financial instability, currency trust concerns, inflation, sanctions, and geopolitical conflicts. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Median 1-Year U.S. Inflation by Party</title>
		<link>https://www.isabelnet.com/u-s-cpi-inflation-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 18 Aug 2025 08:30:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=63345</guid>

					<description><![CDATA[Median 1-Year U.S. Inflation by Party Inflation expectations in the U.S. over the coming 12 months differ sharply along partisan lines, with Republicans anticipating low inflation and Democrats expecting it to rise significantly. Image: Fundstrat Global Advisors, LLC]]></description>
		
		
		
			</item>
	</channel>
</rss>
