13th June 2022

The market reaction to the latest US inflation data speaks to of the realisation that the Fed will need to cause a recession in order to reign in inflation….While it has taken a while, monetary authorities in Europe and the US have finally woken up to reality that inflation is a genuine long-term risk. The challenge now lies in the fact that policy works with a lag, so central banks are going to have to play catch up, and fast.

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