Inflation – still no lift-off, but not all gloom
While the breadth of low inflation items is an ongoing concern, the RBA should be encouraged by higher non-tradable inflation and a few early signs from the housing sector. BTIM Portfolio Manager Tim Hext explains why.
While the breadth of low inflation items is an ongoing concern, the RBA should be encouraged by higher non-tradable inflation and a few early signs from the housing sector. BTIM Portfolio Manager Tim Hext explains why.