The disinflationary tailwind from falling energy prices in June has reversed: oil is up nearly 20% in July and is likely to keep rising. The article argues inflation pressures are increasingly driven by persistent structural forces (e.g., deglobalization and demographics) alongside the Trump policy mix. Overall, this raises the risk that inflation remains sticky and monetary policy may need to stay tighter for longer.
The disinflationary tailwind from falling energy prices in June has reversed: oil is up nearly 20% in July and is likely to keep rising. The article argues inflation pressures are increasingly driven by persistent structural forces (e.g., deglobalization and demographics) alongside the Trump policy mix. Overall, this raises the risk that inflation remains sticky and monetary policy may need to stay tighter for longer.
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