Understanding the structural factors that will determine inflation’s course
Tuesday 6 July 2021 – Vol.12 Ed.27.2
Commentary: Inflation pressures poised to ease
By Nathan Sheets in New York
The highly anticipated jump in inflation has arrived. For many, the speed at which inflation has accelerated has been the most eye-catching development. The global inflation story is one that we’ll no doubt need to revisit often in coming months. Over time, the economic environment is likely to resemble what we saw before Covid-19 erupted, rather than one where the pandemic has launched a new paradigm of persistently elevated demand and higher inflation.
Read the full commentary on the website.
Meeting: Inflation and its role across asset classes
Tuesday 27 July, 09:00-10:00
Market expectations for inflation are rising. In many nations, political discussions revolve around infrastructure packages and what would further spending do to inflation as we move towards recovery. Coupled with supply shortages and continued stickiness in the labour market, some economists and investors are beginning to raise red flags. In this panel, the effect and drivers of inflation, where these rises are likely to hit and the opportunities and challenges created from asset class to asset class are examined.
Register to attend here
