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Convex Strategies | Risk Update: June 2022 – Rates & Inflation Last Time (1997-1998)
“….I think we now understand better how little we understand about inflation.” Jerome Powell. 29 June 2022 https://www.bloomberg.com/news/articles/2022-06-29/new-inflation-era-leaves-powell-and-lagarde-seeking-answers?sref=lXZ7PX1a “The longer that monetary easing continues, the bigger the side effects are, with the resulting low growth making the exit of monetary easing more difficult. The result is a vicious cycle.” “…. central banks have more or…
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Convex Strategies | Risk Update: June 2022 – Rates & Inflation Last Time (1997-1998)
“….I think we now understand better how little we understand about inflation.” Jerome Powell. 29 June 2022 https://www.bloomberg.com/news/articles/2022-06-29/new-inflation-era-leaves-powell-and-lagarde-seeking-answers?sref=lXZ7PX1a “The longer that monetary easing continues, the bigger the side effects are, with the resulting low growth making the exit of monetary easing more difficult. The result is a vicious cycle.” “…. central banks have more or…
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https://convex-strategies.com/2022/07/20/risk-update-june-2022Convex Strategies | Risk Update: June 2022 – Rates & Inflation Last Time (1997-1998)
“….I think we now understand better how little we understand about inflation.” Jerome Powell. 29 June 2022 https://www.bloomberg.com/news/articles/2022-06-29/new-inflation-era-leaves-powell-and-lagarde-seeking-answers?sref=lXZ7PX1a “The longer that monetary easing continues, the bigger the side effects are, with the resulting low growth making the exit of monetary easing more difficult. The result is a vicious cycle.” “…. central banks have more or…
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