Global Data Pod

Global Data Pod LATAM: A COVID-core metric for Brazil

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  • On top of humanitarian and economic damage, COVID-19 has challenged to economic data analysis
  • In particular, existing core CPI metrics may not be the best gauge of underlying inflation given the many supply and demand shocks involved in this crisis
  • We use the methodology of Shapiro (2020) to decompose core EX0 inflation…
  • …and we use part of this decomposition to propose a new Core-COVID IPCA

    • The objective of this metric is to avoid confusing temporary fluctuations with a more structural inflationary process. In our view, using this new core along with other measures would be useful to understand inflation dynamics.

     

    This podcast was recorded on July 7, 2021.

    This communication is provided for information purposes only.  Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-3792601-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.

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