US Inflation

Any delay in achieving the 2% inflation target points to interest rates staying high for longer

Wages growth has slowed a lot from its COVID peak, but the improvement looks to have broadly stalled recently.

Underlying inflation has picked up sharply in Q1 on a range of measures.

Higher core inflation will disappoint the Fed and shake optimism about risk assets.

The path of inflation returning to the Fed's 2% target remains "bumpy".

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

With the latest PCE inflation data showing deepening disinflation amidst falling lending growth & M2, data doesn't support another rate hike

Weekly Update | 11th August, 2023

This week’s charts begin with a deep dive into Chinese real estate

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it as transitory. It...