Renewed jitters in bond markets in part reflect a nagging sense that inflation isn’t whipped. Headline rates have come back to target, but central banks in many economies are faced with still-sticky core inflation readings that investors worry will force central banks to go-slow on rate cuts – or worse. Are they right to worry?
Our Global Inflation Watch presents a unique survey of inflation trends in major DMs and EMs, outlining paths ahead and likely policy responses.
To mark publication of the latest edition, authors Simon MacAdam, our Deputy Chief Global Economist and Senior Global Economist Ariane Curtis will be joined by Senior Markets Economist James Reilly for this briefing all about the inflation outlook, the central bank response, and what this all means for bond markets.
During this 20-minute session, the team will be answering your questions as they address key issues, including:
- The economies where inflationary threats are still most acute;
- The role of labour markets in keeping inflation sticky;
- Why we think the outlook for inflation points to bond yields falling back.
Please note you must be logged in to register for this Drop-In. If you do not have a subscription but would like to attend, please contact events@capitaleconomics.com