US Inflation and Risks for Asset Classes- Flash

In this flash report, we take a look at the recent re-increase in inflationary pressures and the potential implications for major asset classes. With a US economy that continues to expand at a healthy pace, a highly expansive fiscal policy, increasing geopolitical turmoil and reaccelerating commodity prices, it won’t be easy for the Fed to walk the last mile in disinflation, with increasing risks that the Fed should be obliged to delay and/or reduce its expected monetary easing.

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