Are we heading for inflation or deflation?

Click here for our video on the outlook for inflation. John Calverley, Chief Economist argues that the short-term impact of the Covid crisis is lower inflation, but the policy response of expansionary fiscal and monetary policy, both likely to be maintained for some time, points to inflation risks longer term.

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Weekly Talking Points - Fed in focus

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the Eurodollar futures strip and implied money market curve. To read more plea

Weekly Talking Points - Hot Hot Hot

Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Gold and central bank stimulus removal risk. To read more please subscribe.