EPISODE · Apr 23, 2024 · 13 MIN
Is sticky inflation ruining the party?
from Ninety One | The Big Picture
After the recent optimism of market participants that sent US markets to record highs and bond yields tumbling, the mood has changed. Bond yields have risen sharply and frothy equities are well off their highs as inflation has proved stubbornly high. John Stopford analyses the data in the US and beyond. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
After the recent optimism of market participants that sent US markets to record highs and bond yields tumbling, the mood has changed. Bond yields have risen sharply and frothy equities are well off their highs as inflation has proved stubbornly high. John Stopford analyses the data in the US and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Is sticky inflation ruining the party?
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