Peak Rate of Change on Growth and Inflation?
Comment of the Day

June 14 2021

Commentary by Eoin Treacy

Peak Rate of Change on Growth and Inflation?

Thanks to a subscriber for this report from Morgan Stanley which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

The theory that growth and inflation are likely to moderate in coming quarters, following the blowout moves in the 1st quarter, is reflected in the bond market where yields have been locked in a range for the last three months.

The challenge for investors is there is the inflation that economists and central banks monitor and the inflation we feel on a day-to-day basis.

Click HERE to subscribe to Fuller Treacy Money Back to top