Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall without any damage to economic growth. While we believe inflation will decelerate, the job of central banks is not done yet as they try to balance the ‘higher-for-longer’ mantra with economic growth.
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
