With longer-term bond yields rising, in spite of widespread policy easing, there seems to be more reason to think that neutral rates are still rising.
If inflationary pressure is caused by this deglobalisation trend, and not the undermining of central bank independence, then it is likely to be experienced by all...
We’ve had the everything bubble in financial assets and now it seems that we’re in the everything bust with supposedly ‘safe’ treasuries the next shoe to drop.
HSBC GPB recommends four top investment themes to capture the most attractive growth and income opportunities in Asia.
Many analyst said the deglobalisation and demographics would push prices higher over time.
Before the pandemic, we talked about the slowdown in globalisation and how it was likely to contribute to higher inflation going forward. The COVID-19 pushed...
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