Alex HaseldineMar 152 minSticky But Not StuckBringing down the stickier components of inflation was never going to be easy, but they have gradually drifted down from a high level.
Alex HaseldineFeb 152 minStrategy & Economics PostsTurning SlowlyFollowing yesterday’s US CPI release we update some of our favourite charts on inflations and inflation expectations
Jonathan WilmotSep 13, 20221 minStrategy & Economics PostsDangerous TerritoryToday’s US CPI report delivered another shock to markets by giving investors even more reason to fear a Fed policy mistake.
Alex HaseldineAug 10, 20222 minStrategy & Economics PostsTaking the Lead on InflationToday’s CPI report in the US surprised on the downside, a welcome change from the dismal run of higher than expected inflation readings...