Posts tagged Dario Perkins
Cruising for a Bruising

Financial market pundits are a bit like dogs chasing cars; they wouldn’t know what to do if they caught one. And so it is that after trying to figure out whether the economy and markets would achieve a soft landing in the wake of the post-Covid tightening cycle, no one quite knows what to think now that the soft landing appears to have arrived.

Let’s list the key requirements for a soft landing.

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Global Economy, Markets and Trading, Monetary Policy, US Economy, UK, General info, Eurozone watchclaus visteseninflation, interest rates, growth, global economy, David Zervos, Dario Perkins, larry summers, Philips Curve, prices, CPI, markets, equities, bonds, leading indicators
The inflation and interest rate shocks are fading; what next?

I have a few speaking engagements coming up, prompting me to update my view on the world beyond the borders of the Eurozone, which makes up the day job. One trend that I am looking forward to present to, and discuss with, investors and capital allocators is the tension between signs that the inflation and interest rate shocks are now fading, in a cyclical sense, and the risk that inflation will stabilise above 2%, posing a challenge for monetary policymakers. Will they channel their inner Volcker or fudge the 2% inflation target?

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Global Economy, International Trade and Economics , Monetary Policy, Fiscal Policyclaus visteseninflation, interest rates, PMI, prices, hikes, monetary policy, bonds, yields, fiscal policy, QE, Dario Perkins