Report
Bruno Cavalier

US: inflation expectations higher but tolerable

Inflation expectations are meant to be the determining factor of future inflation. If everyone believes that inflation will tick up, it will tick up (and vice versa). The central bank watches them like a hawk. But they are a curious focus for analysis. On the one hand, how economic agents anticipate inflation is open to debate. Are expectations naive, rational, autoregressive; are they merely expectations or just a memory of past inflation? On the other hand, there is a plethora ...
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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