RESEARCH CONTENT
Report summarising the important base effects driving the Core inflation rate lower, whjich should persist for the remainder of 2024. This disinflation is likely to take inflation below levels of comfort for the BoJ, limiting their ability to significantly tighten Monetary Policy from current levels.
RESEARCH Content Report demonstrates that Rental inflation has an important impact on the AUD, CAD, UK, US, SEK and NOK inflation baskets. Whilst there is concern about the “stickiness” of inflation,
RESEARCH CONTENT Recent Grey Fire Horse research has highlighted that current cross market interest rate differential price action would lead to currency volatility and a break in fx trading ranges. T
RESEARCH CONTENT Comprehensive monthly review covering the following topics: Macro - Private Sector Debt Dynamics: a headwind for future growth - Inflation: Rental Markets, Australia - The Unemploymen
