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In our inaugural episode of Macro Microscope, Indrani De and John Dioufas, discuss what is really driving inflation and the implications for financial markets. John focuses on the UK and Eurozone, covering spikes in gas and oil, and the ‘seasonal effect,’ while Indrani views inflation from a US perspective, highlighting the longer picture well-beyond Fed rate cut expectations for this year. Hear their thoughts on ‘Higher for longer’ in our video.
Indrani and John discuss divergence and dispersion in financial markets—where impact ...
Inverted yield curves and sticky inflation: how the UK fund industry navigated a ...
To say that this year has been difficult for investors is an understatement, to say the ...
