RESEARCH CONTENT
Individual summaries of data and charts for
US CPI
UK CPI
Japan CPI
AUD CPI
CAD CPI
EUR CPI
SEK CPI
Each chart pack highlights latest data, Choice and Burden sub-indices, base effects that are impacting different components, as well as recent %mom trends vs long term averages.
Brief note post US election highlighting how global fiscal profligacy would eventually impact asset prices. Research that demonstrates...
Summary of topics covered: Economic surprise index highlights weak coincident data, despite upbeat/neutral survey data The...
Updated analysis of UK macro and investment themes, covering: Deteriorating Public Debt trends (Deficit, Stock, Issuance) Weak Private...
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