Report
Bruno Cavalier

US inflation: a new wave?

With inflation figures having surprised on the upside in January, this has rekindled fears of a re-acceleration in prices. If this were the case, it would radically change the outlook for monetary policy. In the 1970s, after a first wave of inflation, followed by a sharp lull, there was a second wave. Compared with this episode, the specific feature of the recent inflation shock is the greater strength of goods prices compared with services prices. However, the pressure on indust...
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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