Skip to main content

Peak inflation and the prospects for equities

Although we think this week’s disappointing CPI report in the US is just a bump on the road towards much lower inflation, and that today’s rather disappointing news on retail sales and industrial production remains consistent with the economy bending rather than breaking, we don’t expect the stock market to do an awful lot better while the Fed is still tightening.

Become a member to read more

This is premium content that requires an active Capital Economics subscription to view.

Already a member?

You may already have access to this premium content as part of a paid subscription.

Sign in to read the content in full or get details of how you can access it

Register for free

Sign up for a free account to gain:

  • Unlock additional content
  • Register for Capital Economics events
  • Receive email updates and economist-curated newsletters
  • Request a free trial of our services

Get access