Report
US disinflation: slow or fast?
Investors, forecasters, households, the Fed, almost everyone in the US thinks that inflation has passed or is passing its peak. Barring a collective error (which remains possible in the event of new shocks), 2023 will be marked by disinflation. This will radically change the narrative on inflation, after two years when there was only talk of prices spiralling, rekindling the fear of reliving the 1970s stagflation episode. This could also change the Fed's policy, with a halt to ra...
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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.
Bruno Cavalier
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