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Windmills of your mind
When things are bad, people think they are the worst of times. Today we have inflation, rising rates, slowing growth and polarized politics.
Summer blooms or temporary displays?
The mood is temporarily better in markets.
CEOs must drive cultural change to tackle the ‘Great Resignation’
It is clear the pandemic has dramatically transformed the way employees now view their workplace and employers must adapt to the new normal
Pull to par
Bond yields are still low relative to current inflation and to their history. As such, there isn’t much bullishness around fixed income.
In the thick of the tightening
The Fed is doing a good job now, putting up rates along the path that it has successfully set out for the market.
Back to which future?
It would be extraordinary if advanced economies had reverted to the price and wage setting behaviours of forty years ago in the space of just one year.
Soft landing anyone?
Market pricing and economic forecasts currently point to a soft landing in the US.
Inflation was already hot, but the Ukraine war risks making it more durable
While the war in Ukraine has pushed many commodities prices higher, inflation was already about more than only food and oil.
Ukraine crisis update: The outlook for financial markets, global growth and inflation
Four AXA IM experts outline their thoughts on the impact of the crisis on markets, the global macroeconomic outlook, the path of inflation and emerging markets.