Artisan’s Cirami Dusts Off the EM Cold War Playbook: EM Lens
FICC Focus
Market Dynamics and Inflationary Risks in a Changing Economic Landscape
This chapter explores the current market dynamics, emphasizing real yields and growth expectations in the U.S. amidst stagflation concerns. The discussion also highlights the implications of persistent inflation and Fed policy, while urging caution regarding unforeseen market risks.
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