What do the experts think of inflation?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
Inflation
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Unexpected inflation dip unlikely to slow pace of rate hikes
Drop marks the first decline since September 2021
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‘Shock and awe’ move sees ECB hike rates by unprecedented 75bps
As hawkish central bankers prioritise tackling inflation over protecting growth
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Beyond Jackson Hole: What will the Fed do now?
US central bank has made clear it will not back off on tightening but ‘subtle pivot’ is possible, depending on the data
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Worst is yet to come as Fed pursues price stability at all costs
Central bank dashes hopes that US rate rises will peak sooner and lower than predicted
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Inflation predictions get scary as Citi warns CPI to breach 18% in January
If embedded inflation rears its ugly head, a base rate of 6-7% could be needed to tame it, investment bank says
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What did Q2 earnings season tell us about the economy?
Sceptics warn better-than-expected numbers do not reflect inflationary pressures
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UK inflation comes in hot at over 10% to hit 40-year high
Stacking the odds in favour of another 50bps rate hike by the Bank of England
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Is there an investor playbook to navigate a post-pandemic world?
Covid-driven distortions continue to plague the market
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Is US Inflation Reduction Act a damp squib?
Ambitious measures seek long-term improvements but risk doing little to alleviate the immediate problems
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US recession outlook mixed as good inflation news raises more questions than answers
Peak inflation may have passed but it remains significantly above its 2% target
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How bad will the UK recession be?
BoE predicting a milder slump than the GFC but one economist says to prep for a ‘long series of negative pieces of economic news’