POLICY COMPASS

Inflation Continues To Fall in Both Developed and Emerging Markets 

by London Politica

24 August 2023

In this paper we discuss:

• The role played by external shocks on inflation in the last few years: Covid, war in Ukraine, energy;
• The impact of the balkanization of global supply chains on inflation;
• The result of "bad policies" (excessive monetary, fiscal and credit easing) on global inflation;
• Inflation dynamics in DM, with a focus on US, Germany, UK and Japan; and
• Inflation dynamics on EM with a focus on China, India, Brazil, South Africa.

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Download PDF: Global Inflation - August 2023

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