inflation

What if the opposite of recession and deflation happens...

US core inflation picked up sharply at the start of the year.

Government subsidies appear to overstate the improvement in underlying inflation heading into Q1.

For our first pack of new charts in 2024, we take a deep dive into historic trends.

Spending was held down by direct government cost-of-living subsidies in Q3, while unit labour costs continue to grow strongly.

Income is always a component of total return, whereas capital growth is not.

This week’s edition begins with an assessment of global futures markets, indicating that the “rate pause” is assumed around the world.

Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?

Our economist examined price pressures in Europe’s economic engine.

Some analyses suggest that stagflation or economic contraction is imminent.