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The Rebirth of Inflation

Inflation is back, with rates surging to multi-decade highs across the world. Here you'll find our latest insight and key research to help you understand what this means for economies and markets.  

These key research reports from our global team of macro and market economists show you how inflation dynamics are developing across developed and emerging markets, how central banks are rising to challenge and how the financial market calculus has shifted.  

The Rebirth of Inflation

The rebirth of inflation

The Rebirth of Inflation

Group Chief Economist Neil Shearing discusses the key takeaways from our in-depth exploration of the question of inflation's resurgence.
What would an era of high inflation mean for curencies?

The rebirth of inflation

What would an era of high inflation mean for curencies?

Our guide to how higher inflation could shape FX market outcomes.
Will US-China decoupling be inflationary?

The Rebirth of Inflation

Will US-China decoupling be inflationary?

This in-depth analysis explores whether inflation will head higher as Beijing and Washington drift apart.
What would an era of higher inflation mean for markets?

The Rebirth of Inflation

What would an era of higher inflation mean for markets?

What higher inflation will mean for financial market outcomes.
Have emerging markets vanquished inflation?

The Rebirth of Inflation

Have emerging markets vanquished inflation?

It's not just the usual suspects: major emerging markets are vulnerable to inflation's resurgence.
Will higher inflation force central banks to raise rates?

The rebirth of inflation

Will higher inflation force central banks to raise rates?

Exploring the economic risks around central banks having to aggressively raise interest rates.
What has driven periods of higher inflation in the past?

The rebirth of inflation

What has driven periods of higher inflation in the past?

Trawl of historical record shows sustained high inflation is not simply ‘always and everywhere a monetary phenomenon’.
Global Inflation Watch: Hawkish turn to dampen inflation

The rebirth of inflation

Global Inflation Watch: Hawkish turn to dampen inflation

Global Inflation Watch provides forward-looking analysis of inflation dynamics across DMs and EMs. This latest report explains why we think inflation will fall sharply.

Our latest inflation coverage
 

Read our latest research on country, regional and global inflation trends, shifts in policy narratives and insight into financial, commodity and property market impacts.