View:

May 22, 2026 8:12 AM UTC
A significant demographic tremor is gaining speed and breadth - globally. Just as politics – certainly in the west - is framed around ending or at least reducing and controlling immigration, it seems that the populists at the helm of such thinking are not considering the ramifications of such a
June 2, 2026 4:37 PM UTC
We expect PPI to rise by 0.8% overall in May, strong if slower than April’s 1.4% surge, with a 0.4% rise ex food and energy, significantly slower than a 1.0% increase in April. Ex food, energy and trade however we expect only a modest slowing, to 0.5% in May from 0.6% in April.

June 2, 2026 3:20 PM UTC
We expect May CPI to increase by 0.5% overall and 0.3% ex food and energy, with respective gains before rounding being 0.527% and 0.253%, meaning that the core rate is a close call between 0.2% and 0.3% before rounding. The extent of the energy feed through to air fares may be the swing factor in th