We continue in an ebb and flow between market focus on inflation and growth risks, with the latter taking more prominence in recent sessions as concerns that a recession is coming spike. With inflation still not having peaked and central bank concerns on inflation expectations elevated, is such a shift too soon?
Participants:
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Simon Deeley (Desk Strategy), Canada Rates Strategy
- Daniel Rico (Desk Strategy), Latin America FX Strategist
- Lori Calvasina (Research), Head of U.S Equity Strategy
- Tom Porcelli (Research), Chief US Economist
- Michael Tran (Research), Global Energy Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts