Inflation Focus - Q3
What’s happening on the inflation front, both globally and locally, what are the key drivers and how are central banks likely to respond?
Key Points
- Inflation rebounds on higher energy prices, but pass-through to non-energy related components is limited
- Goods price inflation is picking up from a low level as the global capex cycle gains traction
- Labour markets are balanced, helping to contain broader price pressures in the global economy
- Central banks hike rates and signal more to come, strengthening their focus on inflation
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