RESEARCH CONTENT
UK INFLATION LOWER DUE TO SUBSTITUTION?
An analysis of UK inflation, highlighting that one indicator of inflation, which is far more encompassing than the official CPI measure, has been warning of a stronger disinflationary trend than that seen in CPI
US INFLATION – NOT ANOTHER BOTTLENECK? Warning about strikes at US ports that could cause some supply bottlenecks
BANKS AND THE ECONOMIC CYCLE
Flagging how HSBC's announcement of non performing residential property is exactly what the market should expect at this stage of the cycle - something not priced into bank equity and corporate bond market valuations
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