The Producer Price Index for semiconductors has increased by 25-26% year-over-year.

Expert perspectiveDavid DoyleMay 19

The price of computer software and accessories in the Consumer Price Index rose 14% year-over-year in the April report, a significant reversal from its historical trend of -5% per year.

Expert perspectiveDavid DoyleMay 19

Macquarie believes the US economy will remain strong through the fall due to a resilient consumer, strong credit growth, and the AI capital expenditure cycle.

Expert perspectiveDavid DoyleMay 19

Macquarie predicts that headline inflation in the U.S. is likely to reach 4% later this year.

SpeculativeDavid DoyleMay 19

Macquarie forecasts that long-term inflation will settle in a range of 2.5% to 3%.

SpeculativeDavid DoyleMay 19

Macquarie has been forecasting since the start of the year that the Federal Reserve's next interest rate move will be an increase, potentially occurring as early as 2026.

SpeculativeDavid DoyleMay 19

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