inflation

From Asia-Pacific to Latin America, the global inflation picture is diverging.

Bond yields and earnings yields have converged for the first time since the global financial crisis. Why? Implications for asset allocation.

This week Central Bankers head to Jackson Hole to discuss structural shifts, long-term bond yields are going to be a key topic of interest..

This week’s charts begin with a visualisation of how countries dominated by their capital city

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.

Inflation rates have dropped dramatically, and we expect them to drop even further. This is good news for long-term investors.

This week’s charts begin with a visualisation of “early hikers”

Weekly Update | 11th August, 2023

Economists expect a re-acceleration in inflation data as beneficial base effects from last year begin to roll off.

This week’s charts begin with a new visualisation of European inflation