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Feb 12 2020

Inflation Cycle Outlook

This report includes:

- a review of inflation expectations in the context of our updated U.S. Future Inflation Gauge (USFIG)

- a three P's analysis of the USFIG

- understanding the New York Fed's Underlying Inflation Gauge
- the impact of the coronavirus on inflation

Review our recent real-time track record.

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Related News & Events

Coronavirus Impact on Commodity Price Outlook

BNN Bloomberg January 28, 2020

Industrial commodity price inflation, which had been pretty beaten down, started a cyclical upturn some months ago. More


Hard Data Defies Confident Consensus

Bloomberg January 22, 2020

Weakening sales trends and wage growth underscore a sustained slowdown in spending. More


Global Industrial Growth Supports Commodities

CNBC January 16, 2020

Industrial commodity price inflation, which is still pretty beaten down, is starting a cyclical upturn on the back of better global industrial growth. More


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