BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
Chief economist says recession risks are higher than markets are pricing in
Last week’s US Treasury yield curve inversion signals possible recession amid oil price shock
Look through the short term, filter out the noise and remain patient until the overall trajectory becomes clear
Rowan Dartington technical investment director Guy Stephens said the US, UK and eurozone tick two of the three boxes that point to a stagflationary resurgence.
Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.
Nomura Global Dynamic Bond manager Richard Hodges says stagflation is the most likely scenario for the global economy this year.