Heteronomics - Preview: UK disinflation again in Nov-18

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Heteronomics

Philip Rush

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Preview: UK disinflation again in Nov-18

- UK CPI inflation has been biased to disappoint expectations this year, and I am marginally below Consensus for the upcoming Nov-18 at 2.24% y-o-y.
- Recreation and transport prices subtract the most from my projections, but food price judgements were the overlaid assessment that triggered my forecasts to round down recently. Observed changes in about 12,000 prices drove this decision.

17/12/2018 2 EN

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Heteronomics

Heteronomics provides UK-centric macro research. A hallmark attention to detail delivers a depth of analysis beyond what the sell side now delivers. Clients can also experience events that privately provide insights on these topics. Have a bespoke request for research or an event? Let us know. Clients can expect assistance with their own requirements to the extent it doesn't impinge upon other clients. Think of it as retaining an expert economist, without the large overhead.

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Philip Rush

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Preview: UK disinflation again in Nov-18

Riksbank: hopeful for vaccine dividend

BoE: preparing policy like a Scout

Italy: Dragging in Draghi

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