Inflation Focus - Q1
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 has been contained globally, but surging oil prices will disrupt further progress near term, driving headline inflation higher
- Growth should remain resilient, supported by fiscal expansion and AI investment, though rising oil prices pose a downside risk
- Labour markets are soft, helping to contain wage growth and a broadening out of price pressures
- The global rate cutting cycle is disrupted, with central banks remaining vigilant and ready to take action should it be needed
Explore our publications
Weekly Macro & Markets View
Designed to give clear interpretation of the previous week’s macroeconomic and financial market developments. This publication represents how Zurich sees the financial landscape evolving on a week-by-week basis.
Monthly Investment Insights
Structured to give a succinct view of the investment outlook and economic prospects for the coming months. Focus is on key developments from an investment perspective, with a tactical view presented on the major asset classes of the Group, in particular equities, credit and government bonds.
Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
Economics & Markets Outlook
With a 12 months focus, this publication is designed as a reference document for multiple user groups. It provides the foundations for the financial market and economic views at Group level. It is segmented by region and provides in-depth coverage of both economic and financial market fundamentals, as well as the underlying trends that are observed.
Mid Year Review
An update on the Economic & Market Outlook is provided, gauging developments and projecting how the subsequent 12 months are likely to unfold.
Real Estate Outlook
A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
Videos and Podcasts
