UK preview: disinflationary date for Dec-18
- Inflation has tended to disappoint expectations, and another 0.1pp downside surprise looks likely in the Dec-18 data. I forecast CPI inflation to slow by 0.3pp to 2.0% and for a 40bp loss in RPI inflation to 2.8% (index print at 285.8).- The ONS is likely to use 11 Dec for its index day, which would mean it is using cheaper seasonal travel dates in its airfares survey. The Consensus tends to miss this effect and be surprised by it. My proprietary food price data were soft too.
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.