Causation

UK's Disinflationary Process Following the 2022 Terms-of-Trade Shock Reversal

The reversal of the UK's terms-of-trade loss, which began in late 2022 as shown in Figure 4.29, triggered a disinflationary sequence. This process was marked by nominal wage growth exceeding CPI inflation, leading to an increase in real wages. In line with economic model predictions, this rise in real purchasing power was followed by a reduction in the inflation rate, a trend evidenced by the leveling off of the CPI index starting in the second quarter of 2023 (Figure 4.27).

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Updated 2026-05-02

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