Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further out. But on...

The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected. While we still think that...

Strong CPI figures in the US have intensified the debate about the inflation outlook, especially in the context of soaring commodity prices. In...

We think that recent inflation surprises are not evidence of a regime shift in price-setting behaviour. But the path for inflation over the next...

CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass 3% y/y for the first time since 2011....