EPISODE · Aug 23, 2024 · 11 MIN
Has inflation bottomed?
from Ninety One | The Big Picture
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.
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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Has inflation bottomed?
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