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By: Jason Chen, Francesco Curto, Dirk Schlüter
In this edition of the Long View, we examine the risks around monetary policy tightening measures.
The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.
By: Björn Jesch
With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.
By: David Bianco
Getting Past the Panic: Mend capital availability, then capital costs
Immediate concerns alleviated, new concerns arise
Our monthly market analysis and positioning
Far fewer companies use ‘shadow’ internal water prices than carbon prices to guide business decisions.
Tensions that may ultimately help bring down inflation
Further tightening required: Fed Funds rate ex-ceeding 5% raises many risks
Will Silicon Valley Bank’s insolvency spill over into broader markets?
All forecasts at a glance
We do not expect a bad investment year. But the all-important development of interest rates and inflation could continue to cause surprises.
Inflation looks set to remain quite sticky, with more interest rate hikes to come. This makes for a rather challenging environment for many risky assets.
By: Michael Lewis, Maria Milina, Richard Marshall
Policies to electrify European roads
