Too Soon To Focus On Growth Risks?
from Macro Minutes
We continue in an ebb and flow between market focus on inflation and growth risks, with the latter taking more prominence in recent sessions as concerns that a recession is coming spike. With inflation still not having peaked and central bank concerns on inflation expectations elevated, is such a shift too soon? Participants: Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics Simon Deeley (Desk Strategy), Canada Rates Strategy Daniel Rico (Desk Strategy), Latin America FX Strategist Lori Calvasina (Research), Head of U.S Equity Strategy Tom Porcelli (Research), Chief US Economist Michael Tran (Research), Global Energy Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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