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The ingredients are there for a wage-price spiral
After the surge in inflation, will wages follow? Our analysts think they will.
ECB: Too much too soon could be a riskier strategy
The European Central Bank lays out its tightening path.
50, not 75, is the new 25 - Temporary relief or start of a pivot?
While the Fed will likely hike less than market expectations, we expect the hawkish stance to remain for now.
Stagflationary dynamics still in the background
As the conflict in Ukraine moves into its fifth week, volatility looks set to continue and the outlook is marred by the threats to growth
Chart Room: Ukraine war adds to inflation and brings further supply chain woes
As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.
High near-term uncertainty keeps us cautious
Lockdowns in China and the risk of recession in Europe are adding to the list of uncertainties facing investors.
Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy dilemma
An environment of stagflation is increasingly likely to be maintained rather than to ease off over the coming months.
Cautious positioning required as Ukraine escalation adds to stagflationary risks
The overnight escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications.
The Catch-22 dynamic
In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.
The Catch-22 dynamic
In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.
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