Blogs - inflation

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


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 #Dario Perkins #coronavirus

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 #Steven Blitz #Dario Perkins

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 #Dario Perkins #Debt #coronavirus

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 #Dario Perkins #2020 outlook

The Folly Of Inflation Targets

31 Oct 2019 - Charles Dumas/Steven Blitz

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 #Bond yields #ECB #Inflation #Interest Rates #Steven Blitz #Charles Dumas #Euro Crisis #Fiscal Policy

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