Reports of the demise of US inflation have been greatly exaggerated. Today on the show, Rob Armstrong and Aiden Reiter discuss the continuing high numbers and what the Fed might do about it this year. Also they go long Ohio State and short New Year’s resolutions.

Unhedged feels only a little reassurance. We thought inflation was all but beaten four months ago, and were wrong; once burnt, and all that. Despite this good report, however you look at it, core inflation is closer to 3 per cent than 2 per cent, and the trend is sideways, not down.

After experience of Biden administration, fighting price rises likely to be political priority over targeting economic growth

Simply sign up to the Global Economy myFT Digest -- delivered directly to your inbox. Central banks around the world are expected to lower borrowing costs as global inflation eases from the multi ...

Economists polled by Reuters expect Wednesday’s US consumer price index to show inflation of 2.8 per cent in December, up from 2.7 per cent a month earlier. They anticipate that core inflation, which strips out volatile components such as food and energy prices,

Yields down, stocks up. After government bonds sold off sharply the week before, buyers were back after favourable inflation prints calmed investors’ nerves in the US and UK in the past week. As far as returning to normal it might be as close as we are going to get for some time.

The battle of expectations continues. Republicans believe inflation will fall to 0.1%, while Democrats foresee 4%.

Corporate earnings are coming in strong. Investors are also seeing the Trump administration take a less aggressive approach to tariffs than some had expected.

The Bank of Japan is likely to raise rates at its January 24 meeting following recent supportive comments from BoJ governor Kazuo Ueda and deputy Ryozo Himino.

Three key questions are lurking for bonds related to inflation, tariffs and the US government’s growing budget deficit. Click to read.

Giant U.S. asset managers overseeing well over $20 trillion are anticipating continued price pressures because of President Donald Trump's immigration and trade policies, a scenario that will likely keep threatening the bond market this year.

Singapore's key consumer price gauge rose 1.8% in December from a year earlier, higher than economist forecasts and the lowest in more than three years, official data showed on Thursday.