February 12, 2021

Macro Series

Global Letter: Rising US inflation concerns

BY John Llewellyn, Silja Sepping

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( 4 mins) Markets are starting to fret: it is a close call, but we are slightly more sanguine. Inflation is now back on many minds. And this matters because, as go inflation expectations, so go bond yields, and thence asset prices, exposed leveraged entities, official interest rates, and more. Inflation expectations however are difficult to forecast, not […]

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