Events and Webinars

We run a worldwide programme of insightful conferences, roundtables, webinars and podcasts presented by our economic experts.


Filter by

Showing 1-1 of 1
Red Sea attacks are not an inflation gamechanger

with Ben May and Kiki Sondh | Online | February 21, 2024

We see the disruption to shipping in the Red Sea as more likely than not to last at least six months, implying that the associated rise in shipping costs will linger and move up the supply chain. While we expect the impact on CPI inflation to be small, it will take time before this becomes unambiguously clear. This uncertainty could ultimately prompt central banks to delay rate cuts to give themselves more information on the inflationary impacts. However, the Red Sea attacks are only one of many factors that policymakers will factor into their considerations – we still think rate cuts will commence around mid-2024.

Request Recording

Trusted By

Sign up to our Resource Hub to download the latest and most popular reports.