The US CPI dealt a harsh blow to risk assets and those betting on disinflation, yet the trend of easing price pressures persists globally, as highlighted by the latest UK inflation report out this morning. Discover more in our “5 Things We Watch” below!
Macro Nugget: Is the UK Prepared for the Winter?
There is no shortage of depressing data coming out of the UK in recent quarters. The question is whether we’ve seen the worst of stagflation. Maybe, but be careful what you wish for
5 Things We Watch – The AI bubble, EUR Liquidity, Pivot hopes, the bull case for markets and UK Inflation
With the recent central bank bonanza, pivot hopes and the ongoing rally in equities, there are plenty of things to take a look at in this week’s edition of ‘5 Things We Watch’. Follow along, as we share our thoughts on what to look out for in the weeks to come.