Inflation Focus - Q2
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
- Tariffs and elevated uncertainty will weigh on economic growth, but a sharper downturn should be avoided
- Inflation should continue to grind lower, with goods deflation and slowing services inflation still in place
- US tariffs are likely to be disinflationary for most regions, with the US the key exception
- Central banks retain their focus on inflation, which is critical amid the shifting geopolitical and political landscape
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