PIMCO | Is it premature to declare a victory on inflation? We explain.

PIMCO | Is it premature to declare a victory on inflation? We explain.
If you are unable to read this message below, click here to view online.

What does falling inflation mean for markets and how likely is a ‘soft landing’?

Buoyant risk asset valuations are reliant on central banks declaring victory on inflation and quickly cutting interest rates to more neutral levels. But we think bonds offer protection for a wider range of outcomes which will be important if assumptions around a soft landing prove pre-emptive.

© 2023 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email <<Email Address>>. The contents of this newsletter are purely for your information. Click here to read our disclaimer.

Click here to update your email receiving preferences.

Click here to remove yourself from this list or call us on 02 9922 3300.