US inflation will be higher for longer
Over the past year, we have consistently predicted higher inflation stemming from base effects, stronger activity in the wake of the economic reopening, higher commodities prices, and supply chain bottlenecks. But two uncertainties cloud the outlook: the level that inflation will peak at, and the persistence of inflation into 2022.
What you will learn from this report:
- Our latest US headline CPI inflation and core PCE inflation forecasts.
- Where could the risks of overheating come from?
- How will the Fed react?
Tags:
Related Services
Post
Relative return index signals improving CRE attractiveness
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to emerge this year before becoming more widespread in 2025. At this point, our baseline expected returns move higher than required returns, pushing the global all-property index above the 50 mark.
Find Out MorePost
South Africa: Elections 2024 | ‘ANC & friends’ election scenario
This Research Briefing sets out the first of four scenarios for South Africa's general election on May 29. In this scenario, the ANC wins over 46% of the vote share at the national level, and forms a government by working with small, constituency-based parties.
Find Out More