This week Real Vision’s Roger Hirst uses best in class data to look at the rising expectation of a pivot from the Fed. Growth indicators are rolling over and many in the market want the Fed to support growth and abandon its fight against rising prices. But, if the Fed pivots too soon, it could lead to another painful leg higher in inflation. In the Chatter, LSEG’s Wayne Bryan looks at the European Energy crisis which could see Europe flirting with recession for the rest of the year and beyond.
Each week we examine major themes driving the markets and use Refinitiv’s best-in-class data to assess the risks and opportunities for investors. Powered by Real Vision.
FTSE Russell is an index provider and research house under the LSEG umbrella. They specialize in convening the best ideas on evolving market trends, helping to develop strategies for global investors. In this series we look at the evolution of the biggest of today’s trends.
Get the latest insights and research from FTSE Russell: https://www.ftserussell.com/blogs
LSEG delve behind the scenes with some of the most successful CEOs and senior leaders of listed companies on our London markets.
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This twice weekly show looks at the upcoming events and announcements that will shape your portfolio in the days, months and years to come. Then we come back with Refinitiv’s best-in-class data in hand and reassess.