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....
Japan’s CPI over the next two months will be shaped by a mix of expiring and newly introduced subsidies. Over the past two years, national electricity and gas subsidies have played a key role in containing energy inflation, while Tokyo went further by introducing...
Turnleaf expects Australia’s 12-month inflation forecast path to remain close to the Reserve Bank’s upper bound 3% target range as stronger than expected demand continues to stimulate growth, petrol prices begin to increase as low energy base effects slip...
China’s headline CPI rose to -0.3% YoY in September 2025, still capped by food deflation and soft energy prices. Core CPI printed 1.0% YoY, above headline but still subdued as goods disinflation and weak services demand restrain momentum. We expect Chinese New...
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