Inflation: Not too hot, not too cold

Abn Amro
Door juni 19, 2018 13:28

Inflation: Not too hot, not too cold

US Watch

  • Inflation in the US has recovered more quickly than anticipated, driven by core goods and housing
  • Some of this strength will likely persist, but structural forces continue to weigh on the medium-term inflation outlook
  • The cyclical labour market story is also not a clear-cut positive: participation is recovering, and the NAIRU could be lower
  • We have raised our 2018 core CPI inflation forecast by 40bp to 2.1%, but do not see signs of a significant pickup from here
  • ‘Just right’ inflation should keep the Fed comfortable with its gradual rate hike path
Abn Amro
Door juni 19, 2018 13:28

Zoek

Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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