Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

A hole in the inflation balloon?

Markets are increasingly pricing in a breakout in US inflation. On Bloomberg TV, I explain why we’re sceptical about that, despite high conviction in strong growth from the second quarter onwards.

 

For more on the economic growth outlook, you can read Tim Drayson's recent blog here.

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