10 things you need to know about disinflation

Disinflation is an early candidate for "theme of the year"

The pace of inflation surprised in ‘22. The pace of disinflation could surprise in '23. Having peaked higher and persisted for longer than most expected, inflation is finally rolling over fast. From here, it is not crazy to think that the pace of disinflation will also be faster than markets expect. Let's look at 10 different aspects of disinflation.

1. It's happening