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Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.
Richness all around
Thinking about thinking
It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.
Central bankers think inflation has undershot medium term targets in recent years.
Fuel from the bin
As time goes by, it becomes clearer what needs to be done to accelerate the shift to a zero carbon economy.
Inflation is a key focus for investors, meaning uncertainty over what happens to interest rates.
Pricing ESG risk (or not)
Risks associated with the environmental, social and governance profile of a business are not quantified in a standardised way across the investment industry.
A new commodity boom
Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.
A view from the markets – Sunny with distant clouds
The world remains almost perfect for equities. Growth is strong and earnings are rising.