inflation

Inflation was fairly contained in July and in line with expectations, with headline CPI easing to 3.4% year-over-year. Core inflation also slowed further, to 2.5%,...

Cooling inflation has markets betting on a rate pause. UBS explains why consumer-exposed stocks could be the winners.

A helpful macro picture and positive sentiment spell good news elsewhere in the Anglosphere.

Upside risks to global inflation from the energy shock have abated, but US inflation is still too high, pointing to higher interest rates.

A broader concern is that even higher yields will threaten equity valuations and fiscal instability.

The ARK founder says AI-driven productivity could crush inflation and improve America’s deficits.

A growing realisation that a higher cost of living could be here to stay has finally convinced her she needs to do more with her money.

Warsh has pointed to a less commonly-used measure of inflation that is close to the Fed's target.

What if, traffic through the Strait of Hormuz doesn’t flow for six or more months? And even beyond that, supply takes longer to recover?

Core inflation remained strong ahead the spike in energy prices. The Fed will talk tough on inflation risks as it shifts to a neutral bias.