Inflation

Everything you need to know about the current economic and monetary policy environment, and what it all means for financial markets

Sharp acceleration in Spanish inflation hit equities and sends EUR/CHF on brink of parity

The slump in confidence was driven by a plunge in 'expectations' sub-index

This is the latest macro data to underscore worries about a sharp economic slowdown

Heading into the release of last Friday's U.S inflation data, the market was hopeful that it would confirm that inflation had or was close to peaking. Thereby allowing central banks to ease their foot off the monetary tightening pedal.

US Inflation may have softened to a degree in April, but traders really want to see further evidence that inflation is pointing lower to call ‘peak inflation’ with more confidence.

Employers may not be posting as many new job openings as they were late last year, and at the margin, more Americans are claiming unemployment benefits than were at the start of this quarter...

European stocks may struggle to sustain a positive trend amid surging price pressures

We have seen similar moves fade in this bear trend…

So, has gold bottomed out, or this another false hope for the bulls?

Hints of rate hikes in Europe could give EUR/USD a lift.

Inflation is becoming more widespread across a broad swathe of consumer spending categories, raising the risk that it could become entrenched.

There’s a lot been said about the US potentially hitting “peak inflation,” but it not all about today’s CPI print...

Heading into tonight’s crucial CPI data, gold is trading lower for a fourth consecutive week and has lost ~ 8% from its April 18, $1999 high.

With key US inflation data scheduled for tomorrow, we take a look behind the curtain to see if it’s realistic to expect inflation to finally tail off.

If inflation prints at expectations, it would be the first meaningful decline in the annualized inflation rate since the depths of the COVID recession...

Of course, with a 50bps move already fully discounted, the Fed’s interest rate decision is unlikely to be a market mover by itself...see what traders will be focused on instead!