inflation

Long-term savings need to grow more than inflation to meet future liabilities or lifestyle choices.

Fewer and fewer stocks are participating in this rally. Investors need to be cautious here

Central banks will likely maintain a 2% inflation target in the coming years.

The Fed is sidelined on rates for some time as it watches how inflation evolves after an unexpected surge in Q1.

Solid core inflation may not stop next week's ECB rate cut, but raises questions about the pace of further cuts.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Advertised wages growth is at/near pre-COVID levels in the US & EA, while still-high growth in AUS & NZ should improve this year.

Inflation is coming down, but the phrase “the final mile of disinflation is hard” is a well uttered one.

Measures of new rents are giving conflicting signals on the outlook for housing costs, which are a key driver of inflation.

Euro area core inflation has picked up recently in trend terms on stronger services inflation.