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Investment Insights 25 August 2020

Calendar issues boosted July eurozone inflation

The surprising increase of July eurozone inflation is due to calendar-related issues. In this Macro Flash Note, GianLuigi Mandruzzato explains that the delay of summer sales due to the Covid19 pandemic caused a surge in clothing and footwear price inflation but it is not the beginning of an upward trend.

GianLuigi Mandruzzato

2 min read

Investment Insights 17 August 2020

Should we be worried about rising inflation?

Despite extremely expansive monetary policies over a prolonged period of time, inflation has remained weak in most parts of the world. Recent data for July shows an unexpected uptick in inflation for some countries. Daniel Murray highlights some of the salient points in this Macro Flash Note, concluding that this is not the start of a persistent rise in inflation.

Daniel Murray

3 min read

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Calendar issues boosted July eurozone inflation

Should we be worried about rising inflation?

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