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Has Powell Just Killed Inflation?
Market-based inflation expectations fell swiftly following Powell’s hawkish speech – possibly even too much.
More Jabs needed
Inflation and Omicron pose major concerns for investors and policy makers as 2021 draws to a close.
Mind the gap
The gap between realised inflation and the contemporaneous level of bond yields has never been higher
How to stop a house fire
US “excess demand for goods” played a key role in the emergence of global bottlenecks
Six and out?
Inflation dominates the investment backdrop but we have been reminded this week that COVID can still play a role in how the macro outlook unfolds.
Powell’s Curve
COP26: rendez-vous in Sharm El-Sheikh
Everything’s going green
The world is probably not on track yet to preventing global temperatures rising by more than 1.5oC above pre-industrial levels.
Words and action
The message from COP26 may be that we need to focus less on generic pledges and more on implementation.
Tapering, profit and equity prices
Is a market correction unavoidable when the Fed starts tapering?
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