インフレーション
ホルムズの長期的影響について
ホルムズの長期的影響について
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スラック、ブリタニア？
スラック、ブリタニア？
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Canadian April inflation came in cooler than estimates, giving the Bank of Canada some reassurance even as headline CPI accelerated. Headline inflation rose to 2.8% y/y from 2.4%, but came in below the 3.1% consensus. Both of the Bank of Canada’s preferred…
April PPI was hotter than expected, reinforcing the inflation message from CPI rather than changing it. Headline PPI for final demand rose 1.4% m/m, up from an upwardly revised 0.7% in March. The core measure, which excludes food, energy, and trade, rose 0.6%…
The April NAB survey points to a worsening growth-inflation mix in Australia. Business conditions moderated to +3 from +6, a fourth consecutive decline that left the index firmly below its long-term average. Business confidence, the more forward-looking…
US April CPI was hotter than expected, keeping the Fed on hold as inflation risks remain tilted higher. Headline CPI rose 0.6% m/m and core 0.4%. While headline monthly inflation was below the prior month’s 0.9%, it remains too high to be consistent with the…
In this screener report, we explore opportunities in Inflation risk, supply-constrained Information Technology stocks, and old-economy cyclicals.
The April CPI report showed clear evidence of the direct effect of higher oil prices on inflation but, so far, limited evidence of passthrough to core.
中国のインフレは予想を上回る結果となったが、その上昇は需要の強さというよりもエネルギー価格の上昇を反映している。…
The Bank of England’s latest Monetary Policy Report offers a clean framework for thinking through an oil shock and the appropriate policy response. The first channel is the direct effect of higher energy prices on inflation such as higher gas and utilities…