Are global forces impeding inflation?
July 7, 2015
In an earlier
insightinsightinsight, we noted that inflation expectations have had little predictive power on actual inflation. Here, we look at how globalization has become a headwind for inflation, focusing specifically on China’s impact on recent disinflationary forces globally, and the impact of the stronger dollar on the cost input side.
Read other comments from our investment teams on China and currencies:
Charts are for illustrative purposes only.
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