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, our economists hosted an online briefing all about the inflation outlook, the central bank response, and what this all means for bond markets.
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