Monitoring Inflation Regime Change: 10 Things We’re Watching

We go through our quantitative framework for monitoring the possibility of inflation regime change. Of our 10 traffic lights, the scorecard is currently five red, two amber, three green.

In June 2020, with year-on-year headline inflation running at 0.6%, we published our Inflation Regime Roadmap, which suggested that the global economy might be on the cusp of a structural change toward an environment of higher and more volatile inflation.

You can now read the full whitepaper at the link below