US disinflation, what should we do?
Anglais -
20 juin 2023
Our US inflation estimates have been below the consensus for almost a year. In our October 2022 Asset Allocation, we said that “headline inflation should fall back to around 6.5-7% year-on-year by end-2022 (actually 6.5%) and around 3.5% by mid-2023” (4% consensus)...
