The chill wind arrives
The effects of the coronavirus are already visible in our inflation heatmaps. The sudden halt in the global economy and crash in the oil price will likely drive headline inflation sharply lower in the short term, but the supply side disruption, pent up demand, unprecedented stimuli and subsequent reorganisation of the economy argue for a backlash.
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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