Latest ideas and analyses related to inflation

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Global Macro

+36 pts



A Staggered Recovery, With Elevated Inflation

By underdog on Sept. 19, 2021, 11:52 p.m.
Tagged topics: emerging market , inflation , Goldman Sachs

Views: 24, Votes: 3, Responses: 0, Attachments: 2
SPY

+34 pts



Delta and Autos Drive Downside to US Core CPI Inflation

By arstgurujai on Sept. 14, 2021, 2:18 p.m.
Tagged topics: yield , inflation , Delta variant

Views: 15, Votes: 3, Responses: 0, Attachments: 2
US Macro

+31 pts



Goldman says #DeltaVariant is having a larger than expected impact on #EconomicGrowth and #Inflation

By ethonomics on Aug. 19, 2021, 11:49 a.m.
Tagged topics: inflation , economic recovery , Goldman Sachs , Delta variant

Views: 104, Votes: 1, Responses: 0, Attachments: 2
US Macro

+32 pts



Goldman sees further weakness for the Dollar because the Fed appears likely to maintain above-target inflation

By ethonomics on May 28, 2021, 12:41 p.m.
Tagged topics: US Dollar , inflation , Goldman Sachs , Federal Reserve , above-target inflation

Views: 149, Votes: 1, Responses: 0, Attachments: 5
US Macro

+66 pts



Goldman raises Q2 growth estimates to 11% on expectations of a bigger stimulus bill, and now assumes earlier rate hike (1H of 2024)

By mooreideas on Feb. 8, 2021, 3:23 p.m.
Tagged topics: post-COVID , fiscal stimulus , inflation , Goldman Sachs , earlier rate hike

Views: 39, Votes: 1, Responses: 0, Attachments: 7
US Macro , Apparel , Travel

+30 pts



Inflation to temporarily rise above 2% in early 2021, but full employment not until mid-2024, Goldman estimates

By ethonomics on Nov. 9, 2020, 1:26 a.m.
Tagged topics: post-COVID , inflation , employment

Views: 41, Votes: 1, Responses: 0, Attachments: 14