bearish

Persistent Risk Premium Threat

Phil has highlighted this Insight as a Top Pick
318 Views11 May 2022 01:51
Economic forecasts implicitly assume that the operational risk premium normalises, as erroneously occurred with other risks after the Great Recession. More stagflationary errors may occur.
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Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
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