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Timothy Foster -

Article 2 min read

Chart Room: Three structural factors making for stickier inflation

We don't expect global inflation rates to remain at today's levels, but we see several medium-term factors that should keep upward pressure on inflation.

Timothy Foster + 1 other | 27 April 2022

Blog 1 min read

Chart Room: Gimme shelter (from inflation)

Shelter inflation continues to hold the key for forecasting inflation pressure in the US.

Timothy Foster + 2 others | 29 July 2021

Podcast 39 min listen

March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility

"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.

Richard Edgar + 4 others | 6 April 2021

Blog 2 min read

Chart Room: A Goldilocks spot for inflation-linked bonds

We see a sweet spot in inflation-linked bonds with maturities ranging from 1 year to 10 years.

Timothy Foster + 1 other | 18 March 2021

Blog 1 min read

Chart Room: Keep an eye on housing rents when tracking inflation

Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.

Timothy Foster + 1 other | 18 February 2021

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