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  • Writer's pictureEdward Ballsdon

US Inflation

Whilst the lower than headline print was very welcome, this research demonstrates the significant bifurcation of inflation rates of the various components in the CPI basket.

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UK "Poisoned Chalice"

Following last week’s piece showing how global macro trends are leading to big political changes (Boiling Frog), this note looks at the UK macro environment. The newly elected Labour Party, which achi

The Boiling Frog

An overview of the key long term themes that are driving macro views. Highlights of the global private and public leverage trends of the last 40 years and the important changes that have occurred in t

Canadian Disinflation

Note provides charts and data on Canadian inflation to demonstrate that: May’s data release saw a halt in the recent Core disinflationary trend Clear bifurcation between Goods and Services inflation B


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