Report
Sylwia Antoniuk
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April 2017 United kingdom Economic Perspectives

Over the past 10 years, the UK has been one of the most susceptible countries to consumer
price inflation, frequently topping the inflation league table of larger European nations.
The post-Brexit currency weakness threatens to interact with the UK’s oligopolistic market
structures to deliver persistently higher inflation. The gilts market is still asleep
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Economic Perspectives
Economic Perspectives

Economic Perspectives is a trusted provider of global macroeconomic and financial research with clients in North America, Asia and the UK.

EP research weaves complex and diverse information into coherent macro narratives, providing clear analysis and original market insights for global investors. Our clients benefit from our long experience in connecting economic developments with the credit and financial market outlook.

The analysis of developments in global private sector credit markets is fundamental to our understanding of the global economic and financial outlook. However, the actions and interventions of central banks and government have become increasingly important to our economic assessment.

For several years we have maintained that the only credible resolution of the 2008 global credit crisis is a resurgence of global inflation. We take an eclectic approach to the inflation outlook, considering political and socio-economic factors alongside macroeconomic drivers. We provide the multi-dimensional appraisal of the inflation outlook that is critical to formulating a successful investment strategy, at a time when inflation complacency is rife.

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Analysts
Sylwia Antoniuk

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