Has inflation bottomed? - Ninety One | The Big Picture

What this episode covers

Inflation in the UK has ticked up while in the US it’s crept lower. It’s tempting to call that a halt in inflation’s precipitous fall is upon us because of amongst other factors, the base effect. Jason Borbora-Sheen disagrees, and even sees a possibility of continuing disinflation. The reaction by central banks will likely continue to be the focus of market participants’ attention. With this backdrop, Borbora-Sheen forward the case for bonds. Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of Ninety One | The Big Picture?

This episode is 11 minutes long.

When was this Ninety One | The Big Picture episode published?

This episode was published on August 23, 2024.

What is this episode about?

Inflation in the UK has ticked up while in the US it’s crept lower. It’s tempting to call that a halt in inflation’s precipitous fall is upon us because of amongst other factors, the base effect. Jason Borbora-Sheen disagrees, and even sees a...

Can I download this Ninety One | The Big Picture episode?

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