Too Soon To Focus On Growth Risks? episode artwork

EPISODE · Jun 28, 2022 · 26 MIN

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 & EconomicsSimon Deeley (Desk Strategy), Canada Rates StrategyDaniel Rico (Desk Strategy), Latin America FX StrategistLori Calvasina (Research), Head of U.S Equity StrategyTom Porcelli (Research), Chief US EconomistMichael Tran (Research), Global Energy Strategist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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Too Soon To Focus On Growth Risks?

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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...

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