Inflation outliers - September EM/DM Leading Indicator Watch

  • UK: disinflation comes through
  • Australia: the lucky country gets some more luck
  • Norway: G10 inflation outlier, Norges Bank tail-risk to EURNOK
  • Japan: inflation persistence
  • Brazil: ride the easing cycle down
  • India: disinflation trend beyond food
  • South Africa: disinflation delayed, palladium LPPL climaxes
  • Mexico: disinflation amidst friendshoring
Leading Indicator WatchCyclicalUKAustraliaNorwayJapanBrazilIndiaSouth AfricaMexico