Global Macro Service > Research Briefings > Global
Strong CPI figures in the US have intensified the debate about the inflation outlook, especially in the context of soaring commodity prices. In recent decades, commodity surges have not been strongly associated with inflation, but some of the structural and policy-related factors behind this may be shifting, raising the risk of an inflation overshoot.
To read the full briefing please
If you are not a subscriber, request a free trial of our Global Macro Service by filling out the form below