Trump 2.0: The First 100 Days | United States

Stagflation Signs Already Emerging

Yield Curve Inverting “Again”

Manufacturing Sector Contracting

Confidence Falling

0.0 0.1 0.2 0.3 0.4

100 105 110 115

44 45 46 47 48 49 50 51 52

-0.3 -0.2 -0.1

90 95

100.0 100.2 100.4 100.6 100.8 101.0 101.2 The Stag The Flation

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10-Year/3-Month Spread

CCI

ISM

Import Prices Rising: China

Inflation Expectations Up

Businesses Planning to Raise Prices

2 3 4 5 6 7

40 45 50 55 60 65 70 75

24 26 28 30 32 34

Jul-24

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All Imports

1-Year Ahead

5-Years Ahead

Manufacturers

Small Businesses (rhs)

Source: Various

CONTENTS

CONTENTS

Cushman & Wakefield