I n f l a t i on

Europe needs action now on inflation to brake loss of euro trust, Why the labour market won’t fuel US inflation, and more

Europe needs action now on inflation to brake loss of euro trust

By Jürgen Stark

The European Central Bank’s asymmetric monetary policy approach, followed for several years, has now become a source of instability – the opposite of what its mandate decrees. After announcement of the 7.5% inflation rate in March, the highest since the euro began, this policy of vacillation has run its course and must now end. The time has come to brake the loss of trust in the ECB and in the stability of the euro....

https://allaboutshipping.co.uk/2022/04/13/europe-needs-action-now-on-inflation-to-brake-loss-of-euro-trust-why-the-labour-market-wont-fuel-us-inflation-and-more/

Why the labour market won’t fuel US inflation, Digital currencies could boost financial health, and more

THE DAILY UPDATE – Saturday 2 April 2022

Why the labour market won’t fuel US inflation

By Julian Jacobs

Despite low unemployment and high inflation, fears that tight labour markets will drive inflation higher are misplaced. Five elements have been vital to the reduction of worker power since the 1970s and are responsible for the considerable productivity-pay gap in the US. The great danger of this bout of inflation is that salaries will not increase fast enough, while panic about rising wages will...

https://allaboutshipping.co.uk/2022/04/02/why-the-labour-market-wont-fuel-us-inflation-digital-currencies-could-boost-financial-health-and-more/

Central banks and Phillips curve unmooring from past certainties

Friday 25 March 2022 – Vol.13 Ed.12.5

Commentary: Central bankers will become heroes by retreating from inflation fray

By David Marsh in London

Central bankers look ready to retreat from a frontal assault on inflation – stepping diplomatically away from the purest interpretation of their mandates. Far from attracting opprobrium, they will gain popularity. Experts have long predicted that the age of independent central banks is over. Bowing to political pressures to keep interest rates under...

https://allaboutshipping.co.uk/2022/03/25/central-banks-and-phillips-curve-unmooring-from-past-certainties/

Federal Reserve lifts curtain on tougher action to curb inflation drama

Susannah Streeter

Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown:

“After many months of scene setting, the curtain has finally gone up and the first dot in the interest rate plot has been followed by the Federal Reserve. The hike of 0.25% was widely expected, given the inflation drama unfolding and it marked the first rise in four years. To show he’s not staying backstage and allowing inflation to run rampant in the stalls Fed Chair, Jay Powell, has signalled this...

https://allaboutshipping.co.uk/2022/03/16/federal-reserve-lifts-curtain-on-tougher-action-to-curb-inflation-drama/

The Bulletin, March 2022: Inflation: supply- or demand-led?

The Bulletin, March 2022: Inflation: supply- or demand-led?

THE WEEKEND REVIEW Latest opinion and analysis from OMFIF around the world

7 – 11 March 2022, Vol.13 Ed.10

The Bulletin, March 2022

Inflation: supply- or demand-led? This edition of the Bulletin grapples with the global and insistent issue of inflation. It delves into the various causes of the current bout of inflation, including supply chain issues and soaring energy prices. Akhilesh Tilotia, principal of the National Investment and...

https://allaboutshipping.co.uk/2022/03/12/the-bulletin-march-2022-inflation-supply-or-demand-led/

Can central banks escape the inflation trap?

Can central banks escape the inflation trap?

Wednesday 2 March 2022 – Vol.13 Ed.9.3

Commentary: Central banks’ inflation trap: heading for a great escape or great reset?

By Willem Middelkoop in Amsterdam

Unorthodox monetary policies, the global inflation surge and a continued de facto debasement of fiat currencies are huge sources of nervousness for institutional and private investors. In a few short years, central banks have gone from confronting a deflationary collapse to what may become an...

https://allaboutshipping.co.uk/2022/03/02/can-central-banks-escape-the-inflation-trap/

Inflation brews more problems for Unilever

Inflation brews more problems for Unilever

Susannah Streeter

10 February 2022

Inflation brews more problems for Unilever

Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown

‘’The promise of share buy backs and a softly-softly approach to acquisitions won’t give Alan Jope much of a break from the mounting criticism over the way the business has been run. Inflation is flashing as a big warning light in these results and the worst may be yet to come. Despite the fastest...

https://allaboutshipping.co.uk/2022/02/10/inflation-brews-more-problems-for-unilever/

Italy’s problems just beginning, London and Frankfurt signal inflation worries

Italy’s problems just beginning, London and Frankfurt signal inflation worries

Friday 4 February 2022 – Vol.13 Ed.5.5

Commentary: Italy’s government faces big hurdles after botched presidential election

By Ignazio Angeloni in Frankfurt

Following a week of wrangling in Rome, the good news is that the choice for president has done more than anybody to guarantee stability and rationality in Italian politics over the last seven years: Sergio Mattarella. However, it’s difficult to over-estimate the...

https://allaboutshipping.co.uk/2022/02/04/italys-problems-just-beginning-london-and-frankfurt-signal-inflation-worries/

ECB faces inflation dilemma but sovereign borrowers unconcerned

ECB faces inflation dilemma but sovereign borrowers unconcerned

Wednesday 26 January 2022 – Vol.13 Ed.4.3

Commentary: Wind of change at ECB as Fed tightens, inflation stance shifts

By David Marsh and Taylor Pearce

A wind of change is blowing at the ECB as the world braces for higher US interest rates. Six years of low inflation, followed by Covid-19, have allowed the ECB to maintain negative interest rates and near-continuous asset purchases, promoting policies to dampen the sovereign debt crisis....

https://allaboutshipping.co.uk/2022/01/26/ecb-faces-inflation-dilemma-but-sovereign-borrowers-unconcerned/

Inflation hits a 30-year high of 5.4%: what it means for you

Inflation hits a 30-year high of 5.4%: what it means for you

Sarah Coles, personal finance analyst, Hargreaves Lansdown

19 January 2022

Inflation hits a 30-year high of 5.4%: what it means for you

  • CPI inflation is up again to 5.4% in December.
  • This is the highest CPI inflation has been since it was first measured in 1997. The ONS has modelled historic levels, and if it had been measured for longer, it would last have topped this level 30 years ago – in 1992.
  • What this means for interest rates.
  • Wher...

https://allaboutshipping.co.uk/2022/01/19/inflation-hits-a-30-year-high-of-5-4-what-it-means-for-you/

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