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Surprising Increase In Inflation In October By 2.7%

Published 11/13/2012, 08:27 AM
September, the lowest rate since November 2009, to 2.7%. A pickup was expected in line with rising gas and energy prices as well as university fees, but not such a marked one. In addition there were several other significant increases, such as clothing and food prices.

Consumer prices increased in October, up by 0.5% over the month. By far the largest upward pressure came from education prices which rose by 19.1% m/m. The increase was due predominantly to a significant rise in undergraduate tuition fees, where the maximum annual tuition fees for new UK and EU students in England rose from GBP 3,375 to 9,000.

CPI inflation bounced back markedly from 2.2% in September, the lowest rate since November 2009, to 2.7%. Nonetheless it stood below the upper bracket of the Bank of England’s inflation target, for the sixth month in a row. According to the ONS, the largest upward pressure to the change in CPI inflation came from education and food, contributing by 0.32pp and 0.16 respectively to the increase in inflation.


Even core inflation inched up from 2.2% in September to 2.6% in October, back to its highest level since January this year. In the nine first months of the year, inflation has fallen rapidly from last year peak and more rapidly than expected by the Bank of England. Indeed last August, the BoE forecast that inflation should fall further below its target in Q4 2013, to about 1.9%. The BoE’s new Inflation Report which is due tomorrow will probably depict a different picture. We expect BoE’s inflation forecast in two years time to be raised somewhat up above 2%. In this context the MPC will probably pause for a while.
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Finally the ONS announced it will introduce a new way of measuring inflation next March, the CPIH, which will include housing costs, something that is not reflected significantly in the currently favoured measure.

by Caroline NEWHOUSE

To Read the Entire Report Please Click on the pdf File Below.

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