Tag: Inflation
The Three Signals from the August PMI Survey
The global composite Purchasing Managers’ Index (PMI) rose slightly in...
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Inflation and the SNB’s September Meeting
With Swiss inflation estimated to be -0.2% when measured over...
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US PCE Inflation in July
The Fed’s preferred measure of inflation, the core personal consumption...
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No Rate Cut Yet, But the Clouds Are Parting
Fed officials again kept the federal funds rate at 5.25–5.50%....
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The Demand for Services may Stay High
High and persistent services inflation in the US has prevented...
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JP’s Journal: Sunak’s Election Gamble
The surprise announcement of a general election drowned out other...
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Supercore and Core Inflation in the US
Strong supercore inflation in March was a factor that caused...
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Muzinich Weekly Market Comment: Inflation Fears or Growth Greed?
In our latest round-up of developments in financial markets and...
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ClockWise: Late Cycle So Soon?
Stocks rallied hard from October onwards on broadening signs of...
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