Report
Sylwia Antoniuk ...
  • Tom Traill

Calm before the storm

While there has been little change in headline inflation in recent months, the broadening and deepening of inflationary pressures continues. Surging energy prices will focus the minds of investors as input costs accelerate over the coming months. Advances in US inflation are likely to push the headline rate towards 3 per cent.

Provider
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

Tom Traill

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