disinflation

In the World 25th July 2023

The danger of “disinflation” becoming a headwind

Morgan Stanley: Analyst Mike Wilson points out that “disinflation” is set to become a headwind in the US. 2023 has been a year of high assessments with falling inflation and cost savings. However, many positive factors are reversing next year. Fiscal stimulus is largely going to disappear, the savings glut is ending and student loan repayments return in October for 27m Americans. Disinflation is now affecting sales and investors will…

Spanish economy 27th May 2023

Does the recent upturn in inflation signal the end of a 40-year disinflation cycle?

Capital Group | In the two graphs published below you can see the evolution of inflation data in both the short and the long term. In the second one, we see inflation and money supply indicators moving downwards (with some logic). On the other hand, if we look longer term, our experts extend the inflation data back to 1955 and wonder whether the pick-up we saw in inflation in recent…