The threat of inflation and its implication for rates
To mitigate the economic effects of the Covid-19 pandemic, unprecedented policy support has been implemented by governments and central banks. Consequently, financial markets have begun to worry about the possibility of much higher inflation. Martin van Vliet outlines whether such fears are justified, and what the inflation outlook implies for central bank policy rates.
Strategist and member of Robeco’s Global Macro team, Robeco