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Guns, Butter and Barrels: What the Iran Shock Means for Inflation and Portfolios
The Iran conflict is not just a geopolitical shock, it may mark a deeper shift toward structurally higher inflation. As fiscal expansion meets supply constraints, investors may need to rethink portfolios for a “higher for longer” world.
Girish Appadu
Apr 263 min read
From Doves to Hawks: Central Banks adopt a hawkish stance amid Global Turmoil
Central banks paused rate cuts as geopolitical tensions and rising energy prices reignite inflation concerns. Markets are adjusting to a higher-for-longer environment, with implications across bonds, equities, currencies and commodities.
Tanooj Gopeechand
Mar 263 min read
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