In this discussion, Alex Brazier, Deputy head at BlackRock and a former Bank of England executive, teams up with Francesco Guerrera, Breakingviews' global economics editor, to explore the intricate world of central banking. They delve into how major economies tackled post-pandemic inflation without triggering recessions, emphasizing the role of strong labor markets and strategic interest rate hikes. The duo also analyzes shifts in investment strategies and opportunities emerging from evolving economic landscapes, highlighting the interplay between stocks, bonds, and global market dynamics.
