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Inflation/Deflation

Australia’s CPI Too Elevated Despite Lower Energy Bills…
Can Fed Rate Cuts Prevent A Recession…
Improved Consumer Confidence Hides Labor Market Pessimism In August…
More Downside For Brazilian Equities…

Our negative stance on European growth and assets is not devoid of risks. To gauge whether these risks warrant upgrading our growth outlook, we monitor Sweden closely. So, what is the current message from this Nordic economy?

Ebbing Inflation Keeps BoC Easing On Track…
Riksbank Eases Policy Further…
Oil Forecasters Downgrade Their Demand Projections…
Back To Square One Back To…
Structural Drivers Of Real Interest Rates…