Inflation Focus - Q4
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 globally but divergent, with tariff pass-through evident
- Growth should remain resilient despite tariff headwinds, supported by tech investment and fiscal spending
- Labour markets are weakening, helping to contain wage growth and services inflation
- The global rate cutting cycle has further to run, but prospects for further rate cuts are limited
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