bullish

Prices Obliterating Forecasts

Phil has highlighted this Insight as a Top Pick
375 Views04 Mar 2022 21:07
Economic models fail to capture the inflation regime shift. Prices are far below equilibrium and rising towards it, with the pull adding about 1pp to our already above-consensus UK inflation forecast.
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Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
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