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.
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...
Comments