11 min
QPod Take 10 - Market fallout from US CPI surprise QIC QPod
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- Affaires
Market reaction to the 10 basis point jump in US CPI suggests a growing acceptance of a higher for longer environment. If we are seeing a last gasp growth spurt from the US economy, are we then faced with a lengthy period of below trend growth? QIC's Allison Hill and Dr Matthew Peter discuss whether nominal and real bond yields are appropriately priced, equity market valuations and implications for the global outlook.
Market reaction to the 10 basis point jump in US CPI suggests a growing acceptance of a higher for longer environment. If we are seeing a last gasp growth spurt from the US economy, are we then faced with a lengthy period of below trend growth? QIC's Allison Hill and Dr Matthew Peter discuss whether nominal and real bond yields are appropriately priced, equity market valuations and implications for the global outlook.
11 min