Global macro strategy - US disinflation continues

Terug

We believe the US continues to be on a disinflationary path. Progress on disinflation stalled at the start of the year, delaying the Fed’s expected rate cutting cycle. But recent data have been more encouraging. Going forward, we believe three main factors will push inflation lower and toward price stability: declines in shelter inflation, declines in goods inflation and declines in non-shelter core services inflation.

Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.