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UK Inflation Watch: A dovish surprise upcoming

UK Inflation Watch: A dovish surprise upcoming

The early consensus for UK inflation next week looks relatively hot given typically benign patterns in March, which are likely underpinned by the Early easter timing. We see a downside surprise of roughly 10-12 bps to consensus.

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Macro Regime Indicator: MORE liquidity is coming

Macro Regime Indicator: MORE liquidity is coming

Just as we identified in last month’s regime – and as our asset allocation model predicted -, risk assets have indeed performed. Question is if they will continue to. As always, we present our model framework on how to structure your portfolio.

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Something for your Espresso: The latent inflation build-up

Something for your Espresso: Wen recession?

The US economy is accelerating, and various indicators have clearly bottomed out already. The question is if prices will accelerate alongside the rebound in activity and whether the rates market is still wrong.

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