The Big Conversation | Refinitiv
This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the data behind the inflation headlines that look robust but is starting to head in the wrong direction. Wages are rising at a slower pace than prices, whilst many goods are no longer affordable. Demand could become severely restricted if policymakers tighten too early. And yet that is what markets are starting to price into the front end of the rates curves and this increases the risk of an unexpected move in bond yields.
Originally Posted on November 3, 2021
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