Jonathan WilmotSep 13, 20232 minStrategy & Economics PostsDisinflation Set to Slow DownAfter 2 very benign CPI reports for June and July the August report was slightly more concerning. The good news is that core inflation...
Alex HaseldineMar 15, 20232 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 15, 20232 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.