This week Jamie McDonald looks at recent developments in various parts of the Treasury yield curve and whether it's signaling that the Federal Reserve's tightening campaign has finally tipped us into the recessionary phase. While nominal economic data has remained relatively robust here in the United States, the picture is less clear when factoring in the impact of inflation. Are fixed income markets hinting that the Fed is at serious risk of going too far? If so, we're already beginning to see hints that the Fed might be forced into another dramatic policy shift. In the Chatter, Indrani De, Head of Global Investment Research at LSEG, gives her outlook for inflation and the potential implications for various asset classes and equity sector rotations.
Jamie McDonald, Refinitiv
Indrani De, Head of Global Investment Research, LSEG
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