Blogs - inflation

Our charts and blogs showcase our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.


Central Banks are changing

30 Sep 2020 - Dario Perkins

Once upon a time, it was my job to advise the UK government on the Bank of England’s policy remit, which the Chancellor has the option of adjusting every year. I’m sure whoever is in that role today is spending much of.

#Central Banks #Federal Reserve #Monetary Policy #European Central Bank #Inflation

Road to inflation

27 Jul 2020 - Dario Perkins

Inflation remains an important theme for our clients. Perhaps this reflects supreme confidence in the policies governments and central banks have introduced to support their economies during the COVID-19 pandemic. With.

#Central Banks #Inflation #Equities #Covid19 #Unemployment

Will Coronavirus collapse small banks?

14 Jul 2020 - Steven Blitz

Equity market participants are putting banks in the performance penalty box, likely figuring on stressed balance sheets becoming problematic later this year. The equity market has it right, in our view. Comparing the.

#Federal Reserve #Inflation #Equities #Balance Sheet

The war on deflation

15 May 2020 - Dario Perkins

The COVID-19 pandemic has forced governments and central banks to work together to support the economy. While most investors welcome these efforts – it is the reason global asset prices have recovered from their March.

#Central Banks #Monetary Policy #Inflation #Recession #Covid19

Roadmap for US inflation

23 Apr 2020 - Steven Blitz

The near-term inflation outlook for the US economy is straightforward – there is none. Demand has collapsed, not supply, and there is no way that inflation will pick up until demand rises at least to meet supply. There.

#Inflation #US Economy

Fire starter?

21 Apr 2020 - Dario Perkins

Policymakers all over the world have responded forcefully to COVID-19, using war-time analogies to justify massive expansions in their budget deficits. With governments adding up to 20% pts of GDP to their national.

#Monetary Policy #Inflation #Debt #Covid19

Is the consensus wrong?

09 Jan 2020 - Dario Perkins

This is the time of year when economists across the financial sector are busily marketing their chunky ‘year ahead’ volumes. There is an old joke that the savvy investor should take note of whatever consensus emerged.

#Central Banks #Inflation #2020 outlook

The Folly Of Inflation Targets

31 Oct 2019 - Charles Dumas

As part of our Global Fractures series, Charles Dumas, our Chief Economist, and Steven Blitz, our Chief US Economist, explain why monetary policy has failed to generate the desired levels of inflation. Inflation targets.

#Central Banks #Federal Reserve #Global Fractures #Monetary Policy #Trade War #European Central Bank #Inflation #Interest Rates #Eurozone #Bond markets #Fiscal Policy

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