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Global Forces – The Missing Piece to the Inflation Puzzle
Claims that US inflation no longer responds to cyclical unemployment are misguided. New research by Numera Analytics shows job market gains have so far been offset by weak global conditions, an increasingly important driver of consumer prices in advanced economies. As global headwinds dissipate, rising import prices and strong aggregate demand will drive up headline inflation. In our view, the current debate is much too focused on simple correlations between inflation and the unemployment rate. A weaker correlation has led many observers…Read More
Webinar – The Frenzied Pulp Market – Where It’s At, Where it’s Going
Bloomberg Intelligence, Numera Analytics, and Vertical Research Partners analysts invite you to join us for a joint webinar on key issues regarding the global pulp market, which has seen an extraordinary run-up in prices this year due to accelerated global economic growth, a slower than expected ramp-up of new capacity, unscheduled mill downtime and an environmental clampdown in China on polluting capacity and recovered paper imports. Will the market be vulnerable in 1H18 to new and resumed supply, and if…Read More
Numera’s Global Reach
Our recent expansion led us to hire three new analysts, all of whom share a passion for economics and data-driven solutions. Pierce Mullin graduated from University College London with a MSc in Economics (Distinction); François Chastanet comes to us from HEC Paris by way of Brazil and obtained an MBA from HEC Montreal; Demetra Papanagiotou obtained her first degree in Financial Management & Banking from the University of Piraeus in Greece and furthered her education at Concordia in Montreal, graduating with…Read More
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