Report
Bruno Cavalier

US: after the peak, what disinflation?

The August CPI report due next week is expected to provide confirmation that inflation has passed its peak in the US. There are several signs that consumer prices will slow further in the near term: the fall in many commodity prices, accentuated by the appreciation of the dollar; the normalisation of the automotive sector; the correction in the real estate sector. Last year at this time, core inflation had slowed somewhat, leading the Fed to conclude that the shock was temporary ...
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Bruno Cavalier

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