Swedish October Inflation Preview: A Quiet Month
No details are published with the flash, but October is normally a quiet month in terms of prices changes, which also is our forecast for October...
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Euro-Area Flash Inflation: Back to Target
The ECB had clearly stated that inflation was expected to rise towards year-end due to base effects, yet markets reacted to higher inflation in...
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2025 Capital Market Outlook (Part 1) - Take Profits in Stock Market and Switch to Inflation Trade
US capital accumulation enters a downward cycle in 2025, so things could get tricky. Dollar depreciation will lead to hyperinflation.Returns in...
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Actinver Research - Macro Daily: Inflation 1h-Oct (Estimate)
As agricultural prices have completed their correction, we do not expect more downward surprises in inflation. Meanwhile, we estimate energy prices...
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US: Presidential Race Remains a Dead Heat but Perceived Inflation Likely a Tiebreaker
History shows that high inflation over a presidential term is fatal to incumbents (1952, 1976, 1980, 1992). Prices 25% above Jan'21 will harm...
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