2025 Colombia CPI YoY Above Consensus Due to Global Inflation Pressures Turnleaf’s CPI YoY model projects Colombia inflation well above consensus 12 months out, as it more aggressively captures global inflation linkages, particularly through energy costs and external...
In our January 2025 YoY CPI forecast, we projected inflation at 4.57%, slightly above the realized 4.3%, yet outperforming consensus (4.71%)—even with our estimate released a full week ahead of the official print.The primary driver of disinflation in January was the...
Turnleaf is forecasting 2–2.5% headline inflation for the Eurozone in 2025, while core inflation is expected to decline through the end of the year towards 2% as momentum in wage growth slows and fiscal normalization settles. The uptick in inflation observed in...
When a new burger joint opens up, there’s often a buzz. Everyone (well, at least me) wants to try the new burger. Is it as good as it looks on Instagram? Or is it just style over substance, and simply an overpriced fast food place? This week, in the world of AI,...
I tweet a lot (from @saeedamenfx and at BlueSky at @saeedamenfx.bsky.social)! In amongst, the tweets about burgers, I tweet out a quant paper or link every day under the hashtag of #QuantLinkDay, mostly around FX, rates, economics, machine learning etc. Some are...
We recently had the last FOMC decision of 2024. Market l participants reacted to the hawkish tone including Powell’s comments that the Fed’s year-end inflation projection has “kind of fallen apart.”, as well as shifts in the dot plot. It is intuitive that what the Fed...
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