inflation

Signs of a future increase in inflation

I…For Inflation, R…For Rates

Signs of a future increase in inflation are becoming increasingly visible. Natixis IM explains some of these global clues. First it is US long-term inflation outlook, which is currently situated around 2-3% and trending clearly higher.




inflation is not priority of central banks

Controlling Inflation Is Still Not The Priority Of Central Banks

Despite quantitative easing and 3 years of more synchronised developed economy growth, it is not clear that inflation has really got any traction. Technology, globalisation, unemployment and changes in working practices have all contributed to the lack of inflationary pressures and still do.


Vigilant Of Second Round Effects

BoAML | We have remained quite bearish on Euro area inflation for the past few years, particularly compared with ECB forecasts (but also consensus), and have highlighted the many downside risks to the inflation outlook.


No Inflation In Texas: A Lesson There?

Benjamin Cole via Historinhas | It is too bad in some regards that Richard “Inspector Clouseau” Fisher, the former president of the Federal Reserve Bank of Dallas, in no longer ensconced in that position. For one, he was always great copy. For seconds, he was one of the most infallible reverse indicators of Post War Era, and economic soothsayers could bet against a Fisherian proclamation with a rare calm.


The ECB Will Prefer To Be Safe Rather Than Sorry

The ECB’s main priority will be to fuel confidence in the financial markets and inflation will be its alibi for this. In February, eurozone CPI receded to -0.2% year-on-year and, in the short term, the region should be prepared for negative rates to continue.


Stop being crude – US crude oil versus retail oil prices (rebased)

The imminent inflation increase

London | UBS | At the risk of making an obvious point, the fall in crude oil prices is not all there is to the impact of oil on consumer price inflation.