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Drop In: Global Inflation Watch - How US and EU inflation paths are diverging

Our latest Global Inflation Watch publication highlights a growing divergence between US and European inflation dynamics and the uncertainties facing the world economy from Donald Trump’s tariff plans. 

Our senior economists hosted an online client briefing shortly after the release of US January CPI, to discuss their their latest inflation analysis, including how the influence of Trump’s tariffs will land unequally across the world and how the inflation outlook will shape rate moves by leading DM and EM central banks.

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Global economy

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