After Sunday’s warning from Andrew Bailey that the BoE would “have to act” over inflation, this morning’s CPI report will provide markets with breathing space. The 2-year Gilt yield has…
The core CPI, excluding shelter has been benign over the last three months (see chart on page 4). The annualised rate for these three months is just 1.81%. The durables…
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The pressure on wages in the US is evident throughout the latest NFIB report: small business compensation plans rose to their highest since January 1986, up from 26 to 30….
Rising energy and food prices are going to hit households hard this winter. Kraft Heinz has warned of commodity price increases “across the board”, making it necessary for the international…
The energy crunch has provided the US$ with a lift in recent weeks. Compared with most other industrialised countries, the US is better protected from the squeeze in natural gas…
Market inflation expectations have jumped in the UK. The UK is particularly exposed to rising natural gas prices. Container freight rates appear to have topped out, but price increases are…
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