Have We Got Too Complacent on the Outlook for Inflation?

Why the Recent Rise in Global Inflation Expectations Is Tied to Developments in China

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Thematic (Sector/Industry)

<p>Inflation Expectations are Too Low - As they rise in coming weeks we would expect more volatility and renewed focus on Emerging Markets</p><ul>
<li>United States: Important jobs and consumer sentiment data next week could drive more volatility. Watch for signs of rising inflation expectations.</li>
<li>India: The CPI in January increased 5.07% vs. 5.21% in December. Watch for growth data next week</li>
<li>Brazil: Zuma has resigned and Ramaphosa has been elected interim president until new elections are held next year…</li>
</ul>

Inflation Expectations are Too Low - As they rise in coming weeks we would expect more volatility and renewed focus on Emerging Markets
United States: Important jobs and consumer sentiment data next week could drive more volatility. Watch for signs of rising inflation expectations.
India: The CPI in January increased 5.07% vs. 5.21% in December. Watch for growth data next week
Brazil: Zuma has resigned and Ramaphosa has been elected interim president until new elections are held next year…


Riedel Research Global Macro - Inflation Expectations Are Too Low - Expect Renewed Focus on EM