Disinflation Seen as Gradual, Selective -- Market Talk

0504 GMT - Edmond de Rothschild Asset Management's central scenario is one of gradual and selective disinflation, with the pace differing across regions, says Michael Nizard, head of multiasset and overlay, in a note. The differences will reflect each region's respective exposure to energy, supply chains and domestic demand, but the broader direction should remain one of inflation normalization, he says. "This should ultimately allow interest rates to stabilize and, potentially, decline gradually." (emese.bartha@wsj.com)

(END) Dow Jones Newswires

September 11, 2026 01:04 ET (05:04 GMT)