bullish

Assets May Inflate Like It’s ‘98

131 Views17 May 2024 01:00
Rate cuts are rare outside of recessionary regimes. The 1998 experience seems a more similar historical example for the BoE than 1989 or 2005,...
What is covered in the Full Insight:
  • Comparison with the 1998 rate cut context
  • Potential concerns over policies by the Bank of England and the Federal Reserve
  • Analysis of the UK's inflation and labour cost performance
  • Possibility of a financial bubble due to excessive monetary stimulus
  • Discussion on downside risks and policy reversal scenario
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Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
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