Macroeconomic Insights: Australia Inflation Sparks Concern

Reaching 3.8% YoY in October 2025, headline CPI is currently above both the RBA’s 2–3% target band and the market consensus forecast of 3.6% (ABS CPI October 2025). Turnleaf’s model projected 3.7% YoY, capturing the direction and approximate size of the...

Macroeconomic Insights: India CPI – Structural Pressures Emerge

In the past month Turnleaf’s 12-month inflation forecast for India has edged lower as the pace of food and energy price increases slowed. This moderation reflects seasonal dynamics and temporary declines in current market prices rather than any meaningful...

Macroeconomic Insights: Gilt Selloff, Autumn 2026 Budget

The Autumn 2025 Budget, scheduled for 26 November, is expected to deliver substantial fiscal tightening. Independent forecasts estimate a tax-raising package in the region of £20–40 billion, with several analyses clustering around £38 billion. Such consolidation...