Det er stort set kun prisen på boliger og transport, der har drevet inflationen dramatisk i vejret det seneste år. Det viser en graf, som Goldman Sachs har udarbejdet over den amerikanske inflation. Det er alt sammen en følgevirkning af pandemien. Goldman venter et fald i inflationen i år.
Inside Inflation
Inflation continues to print higher as demand soars while supply chains remain constrained.
At a component level, transportation and housing have been the largest contributors to CPI, with shelter prices especially accelerating over the past few months.
We expect inflationary pressures to ease over the course of the year, with core and headline CPI ending 2022 at 3.91% and 4.05%, respectively.
Source: Bureau of Labor Statistics, Haver Analytics, and GS Asset Management.
