Turnleaf expects Switzerland inflation to oscillate around 0% over the next 12 months with some indication of healthy price growth towards the tail-end of our forecast (Figure 1 – PAID). Robust appreciation of the Swiss franc has resulted in persistent...
As of September 2025, Japan’s inflation profile remains dominated by food price dynamics. The headline 2.9% YoY reading reflects a disproportionate rice contribution—despite representing only 0.62% of the CPI basket, rice added 150–170 bps through its 49.2% YoY...
The BLS released the September 2025 CPI print on October 24, nine days after its originally scheduled October 15 release date, following a partial recall of staff during the government shutdown that began October 1. However, the White House has confirmed that the...
Quant Strats has been a feature of the quant calendar for a number of years. I went to my first event recently after a couple of years. The event has evolved somewhat over time, and now covers two days, with a focus on ideas related to alpha generation as opposed to...
Brazilian inflation has proved particularly sticky, driven by persistent wage growth, global trade dynamics, and elevated food inflation from weather-related supply constraints. Turnleaf projects inflation to remain close to 5% YoY through the end of the year, until...
UK CPI for September 2025 declined to 3.8% YoY, falling below market expectations of 4.0% (vs. Turnleaf estimate of 3.94%). The decline was primarily driven by sustained lower food prices from August 2025 and reduced costs in the culture and recreation category....
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