16 December 2025
5 min
Investment Research Analyst
After the Covid-19 pandemic, inflation rose more sharply and persisted for longer than market participants expected in many countries, including the UK. Expansive monetary and fiscal policies, supply-chain disruptions, and a pandemic-driven shift in demand from services to goods all contributed to inflation. The Russia-Ukraine conflict exacerbated these price pressures by causing a global supply shock.
We continue to publish InflationWatch to help our clients assess the outlook for inflation. We include updates on the latest inflation data, market-based and consensus forecasts, and our assessment of the balance of risks to inflation and interest rates.
In this edition of InflationWatch, our experts cover:
If you have any questions on anything covered in this edition of InflationWatch, please get in touch.
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