Insights - inflation

Our charts and insights showcase our thought-leadership on key issues in macro research, geopolitical investment and investment strategy. Visit our research services and request a trial to find out more.


TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.
REQUEST A TRIAL

Fed's inflation problem is wages in 2022, and no workable answer for it

02 Dec 2021 - Steven Blitz

The Fed’s problem is that current price hikes from shortages of goods and labour will pass, but the coming increase in wages will not. Because the conduit of monetary policy runs through the dollar and the equity.

#Central Banks #Federal Reserve #Monetary Policy #Inflation

Hawkish markets to force global policy response?

04 Nov 2021 - Dario Perkins

A simple narrative is taking over financial markets, especially the short end of the yield curve, where the idea that central banks are “behind the curve” is rapidly gaining traction. Initially, it was just the emerging.

#Central Banks #Monetary Policy #Inflation

Why central banks are suddenly sounding hawkish

29 Sep 2021 - Dario Perkins

Central banks across the world have pivoted to a more hawkish mode in recent weeks. While this is in part acknowledgement that the recovery from COVID is continuing – albeit more hesitantly than officials expected at.

#Central Banks #Monetary Policy #Inflation

When the V starts to fade

17 Sep 2021 - Konstantinos Venetis

The looming threat to the global growth outlook posed by the Delta variant should not be conflated with what is a natural cyclical downshift in output growth – something that was always on the cards following the.

#Monetary Policy #Inflation #Equities #Stock Market #Volatility

The Bank of England’s monetary ‘put’ need not imply static policy

28 Jun 2021 - Konstantinos Venetis

June’s MPC meeting delivered no surprises, but the debate within the Committee is becoming more nuanced. A closer look at the minutes reveals early signs of a rift between 1) those members on alert for imminent signs of.

#Inflation #Interest Rates #Bank Of England #Quantitative Easing

Bonds are saying the market needs a new catalyst

15 Jun 2021 - Konstantinos Venetis

The second quarter of 2021 is set to mark the peak in quarterly GDP growth for most of the major economies, which will give way to a still solid but slower pace of expansion as the transition from an early to a.

#Federal Reserve #Inflation #Bond markets #Recovery

Mid-cycle transition means no more low-hanging fruit

11 May 2021 - Konstantinos Venetis

This economic cycle has matured very quickly, courtesy of a strong policy response and the speedy arrival of effective vaccines against Covid-19. Indeed, this has felt more like a bounce-back from a natural disaster.

#Federal Reserve #Inflation #Bond markets

Do consumers ever borrow again?

13 Apr 2021 - Steven Blitz

If the coming expansion is to be different from the last one, consumers will boost their borrowing relative to income – and there is good reason to believe they will. If they do, real growth gets a lift and so too.

#Federal Reserve #Inflation #US Economy #Debt #Unemployment

Secular turning point in inflation?

12 Mar 2021 - Dario Perkins

These days, economists tend to assess monetary policy relative to some deep underlying interest rate (the “equilibrium rate”, or r*) which depends on structural forces and is largely beyond the control of central banks..

#Central Banks #Monetary Policy #Inflation

U.S. inflation has to wait

12 Mar 2021 - Steven Blitz

Any inflationary process must wait for short rates to drift above what the Fed pays for bank reserves, until then its price changes inside a post-recession disinflationary trend. February CPI data underscore the.

#Inflation #Quantitative Easing #Recovery

VIDEO
Video

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD
Track Record

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

READ MORE
PRESS
Press

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE