Surveillance: Mayo on Future of GS
Bloomberg Surveillance
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Analyzing Risks and Factors Affecting Inflation and Financial Markets
In this chapter, the speakers discuss the potential risks posed by higher inflation expectations, including the impact of commodities like oil on inflation. They analyze the correlation between bond market prices and equities and discuss the importance of hedges in fixed income portfolios. They also highlight the need for diversification in a regime shift in financial markets.
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