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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
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.
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.
Rate expectations shot up in October. We may get a small rate rise in the UK this week.
Bonds back better?
If economists are right, 2022 will be the second year of well above trend nominal GDP growth.
Bad, worse or just dandy
At some point, higher inflation could provoke a tightening of monetary policy that is beyond what is priced into markets.
Pay them and they will come?
The needles on the indicators of investment sentiment are all pointing down.
Autumn dawns and the living doesn’t get easier
The recovery keeps hitting speed bumps caused by supply side disruptions. The latest is the surge in energy prices