Inflation Tag

The Inflation Story is Alive and Well in Five Charts

17 Jul, by Bryce Coward, CFA in Economy

In light of Fed Chairman Powell's congressional testimony, we thought it relevant to revisit the inflation story and provide yet more evidence that the trend in inflation continues to be higher. For now, the Fed has assessed the risks to inflation and growth as balanced...

Oil Is Breaking Out, So Are Inflation Expectations

19 Apr, by Bryce Coward, CFA in Markets, Portfolio Management

After spending the last four months consolidating gains, crude oil is breaking higher again, and it's taking inflation expectations with it (charts 1 & 2). The break higher in crude isn't surprising given that oil fundamentals haven't been this good in years. Neither is the...

Inflation Expectations Are Turning Back Over In The US

28 May, by Knowledge Leaders Team in Economy

TIPS derived breakeven inflation expectations have started to fall once again in May. For a little context, starting in last June, breakeven inflation started a steady march lower that lasted until January of this year. Since that time, we have seen a rebound in inflation...

Redux: World Inflation Falls To A New 5-Year Low

31 Mar, by Knowledge Leaders Team in News

It’s become a running theme, at least since last September, but the latest release of CPI numbers from around the world has brought our simple average World CPI proxy to its lowest level since the financial crisis. For the period ending in February, our World...

Inflation Expectations Have Increased Since Mid-January

06 Feb, by Knowledge Leaders Team in Economy

Since January 15th, 5-year TIPS derived breakeven inflation has increased 23 basis points from 105 basis points to 138 basis points. 10-year TIPS derived breakeven inflation has increased 16 basis points during this time and 30-year TIPS derived breakeven inflation has increased 8 basis points...

World Inflation Continues To Tumble

30 Jan, by Knowledge Leaders Team in Markets

Our basic proxy for global inflation continues to fall further. The year-over-year change of the CPI of 33 countries (using a simple average) has fallen for eight straight months and now sits at just 1.42%....

World Inflation Falls To 59-Month Low

01 Dec, by Knowledge Leaders Team in Uncategorized

All eyes seem to be on crude oil prices right now. Taking an average price of WTI and Brent as a proxy for global oil prices, oil is down over 33% year-to-date. In November alone, oil was down about 12%....

World Inflation Creeps Lower Again

30 Sep, by Knowledge Leaders Team in Uncategorized

Last month we mentioned how world inflation had reached a 56-month low. Well, the latest data (through August) shows world inflation, by our simple average of 33 countries year-over-year change in CPI, is creeping lower again. The latest reading stands at 1.65%....

World Inflation Makes 56-Month Low

29 Aug, by Knowledge Leaders Team in Uncategorized

Our world inflation proxy, which simply takes the equal-weighted, year-over-year change for 33 different countries CPI, hit its lowest level since November 2009. The proxy stands at 1.72%  which is just lower than the level it hit in February....