EMU & US Interest Rates

Recent publication

Pieces of the inflation puzzle are falling into place, but the puzzle is not yet complete

Ron Markus
Monday, 14 September 2020
Ron Markus

The inflation debate is heating up. Strong cases are being made for a lower for longer scenario and for an inflation uptrend scenario. The inflation outlook will determine long-term rates in the coming years, and the shape of the yield curve in the nearer future.

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