Are we escaping the low-inflation, low-rate paradigm of the past decade? This is the most important thing to get right. Inflation is the market’s number-one risk according to Bank of America’s survey of global asset managers, displacing Covid-19. Another concern is the market’s ability to absorb Treasury supply to pay for fiscal stimulus.
Almost everything about today’s financial landscape is premised on central banks keeping interest rates very low out the yield curve. A macro regime shift could disrupt the world’s economic policies and the epic bull market. Join us as we debate the inflation and rates outlook.
- Minal Bathwal (Brevan Howard MB Macro Fund)
- Richard Iley (SPX Capital)
- Desmond Supple (JP Morgan Asset Management)