If we’re right in expecting Wednesday’s release to reveal that CPI inflation jumped to more than double the 2.0% target in September, then the UK’s reputation for controlling inflation will be tarnished further. However, we expect this to mark the peak in inflation. And we think the big surprise in 2026 and 2027 will be that inflation is lower, rather than higher, than most forecasters expect.
We’re hosting a special in-person roundtable event at our London office on Wednesday 12th November to discuss if the Chancellor’s second Budget on 26th November will be as big and as bad for the economy as her first, and if it will dampen or ignite the gilt market’s fiscal fears. Click here to request a space.
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