Inflation Focus - Q2
What’s happening on the inflation front, both globally and locally, what are the key drivers and how are central banks likely to respond?
Key Points
- Inflation rebounds on higher energy prices, but pass-through to non-energy related components is contained
- Sharply falling oil prices will weigh on inflation in coming months, reducing the risk of a more persistent acceleration
- AI related price pressures are rising, led by surging memory prices, but the impact on CPI inflation should remain modest
- Central banks to stay vigilant and focused on inflation, but prospects for further rate hikes are limited
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