Financial markets are at a pivotal point in the capital cycle. In advanced economies, the major central banks are beginning to tighten monetary policy and governments are slowing their pace of spending in response to strong growth and high inflation. Keeping track of how economic policy “pivots” (tighter) in 2022/23 and how financial markets are responding is key for portfolio strategy. Recent changes in credit market pricing imply that:
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Title | File Type | File Size |
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Global Markets Overview: May 2022 | .4 MB |