THINK economic and financial analysis
Economy

North America

Share

Sentiment slumps on US stagflation fears
United States

Sentiment slumps on US stagflation fears


Stagflation fears are rising in the US

James Knightley

THINK North America

James Knightley
James Knightley

Chief International Economist

Latest on North America

United States
THINK Ahead: That was the week that was...

THINK Ahead: That was the week that was...

James Smith's look ahead to another rollercoaster week in the world of markets
United States
A pleasant surprise from US inflation, but it won’t last long

A pleasant surprise from US inflation, but it won’t last long

US inflation fell in March, but tariffs and supply chain disruptions are likely to lead to higher prices

Most read

1
It's a mad world
2
Healthcare
United States
Trump set to break WTO rules with potential pharma tariffs
3
Report FX
FX Talking
FX Talking: Dollar falls back to earth
THINK Ahead: Wanted! A superhero to save the markets
THINK Ahead: Wanted! A superhero to save the markets
United States
Watch: Why Trump's 'beautiful' tariffs risk turning the growth outlook ugly
Tariffs: Europe’s worst economic nightmare just came true
Tariffs: Europe’s worst economic nightmare just came true
'Beautiful' tariffs risk turning the growth outlook ugly
'Beautiful' tariffs risk turning the growth outlook ugly
Healthcare
United States
US consumers to be hit hardest by pharmaceutical tariffs
US consumers to be hit hardest by pharmaceutical tariffs
10 answers to Trump's tariffs in our cut-out-and-keep THINK Ahead
10 answers to Trump's tariffs in our cut-out-and-keep THINK Ahead
Transport & Logistics
Trade
Importing European cars into the US? Prepare for a price shock
Importing European cars into the US? Prepare for a price shock
United States
India
Advanced talks with US lower risk of high reciprocal tariffs on India
Advanced talks with US lower risk of high reciprocal tariffs on India

FX

More FX
FX
Rates
Austria
Belgium
France
...
Trump's 'sledgehammer' tariff reversal - our reaction
Trump's 'sledgehammer' tariff reversal - our reaction
FX
FX Talking
G10 FX Talking: Re-rating the euro
G10 FX Talking: Re-rating the euro
Report FX
FX Talking
FX Talking: Dollar falls back to earth
Report FX Talking: Dollar falls back to earth
FX
FX Talking
FX Talking: Forecast table
FX Talking: Forecast table

Credit

More Credit
Report Credit
United States
US Dollar Credit Supply: Higher supply than previous July levels
Report US Dollar Credit Supply: Higher supply than previous July levels
Credit
EM Sovereigns: IMF remains cautious on World Economic Outlook
EM Sovereigns: IMF remains cautious on World Economic Outlook
Credit
Rates
How stressed are euro rates and credit markets?
How stressed are euro rates and credit markets?
Report Credit
Rates
Global debt flows: Added exposure to duration and spread
Report Global debt flows: Added exposure to duration and spread