Highlights

  • Will central banks be able to stick with their approach of raising rates to tackle inflation if their economies fall into recession?
  • Don’t underestimate how difficult it can be for central banks to turn around entrenched inflation positions.
  • Policy makers create winners and losers. As policy making changes, expect the winners and losers to change too.
  • As yields rise, will debt servicing become harder, for both governments and corporates?

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