Inflation concerns reshape expectations for central bank policy Global investors are adjusting their outlook for interest rates as inflation proves more persistent than expected and bond yields continue to rise. Earlier expectations of rapid rate cuts have been replaced by a more cautious approach, with markets now considering how long central banks may need to maintain restrictive monetary policies. Inflation remains a key concern...
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With the central banks in cahoots with pursuing a policy of staggering global stimulus, a risk-recovery rally could now be in play. The market has got its fix with over $18 trillion in global stimulus snorted up the nostrils of global markets, the central banks in cahoots with their asset purchases (QE) to infinity, has ensured a melt-up in risk assets, while the fundamental meltdown In the age of Zombies and bankrupt companies with...
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Inflation is moving on the radar again and the central banks forward guidance could be the smart tool to combat it. Whether it be buying groceries at the supermarket, topping your tank at the gas station or purchasing back to school items for the kids buying more for less is becoming challenging. Inflation is beginning to stretch household budgets. Even the (messaged) macro data is flagging rising inflation for many advanced...
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