Global Investment Views - December 2021

Monday 29 November 2021

Research / Market

Global Investment Views - December 2021

 

Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative. The BoE proved more dovish than expected, actually keeping rates unchanged (‘benign neglect’) regarding inflation risk.

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