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 is well-behaved but increasingly divergent, with tariff pass-through underway
- Tariff headwinds and policy uncertainty will weigh on growth, but a recession is not expected
- Labour market dynamics are weakening, helping to contain wage growth and services inflation
- The global rate cutting cycle has further to run, though central banks need to remain vigilant and focused on inflation
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