Notas del episodio
Summary
Equity and bond markets have stabilised after the banking tremors we saw in March, but bond investors remain convinced that inflation and future interest rates will come back down to earth more quickly than many vocal market pundits think. Peter and Jonathan are not entirely agreed on how this will all play out and continue their debate on this issue, while agreeing that as credit conditions tighten availability of finance will be more important than its cost, making strong and prudently managed balance sheets a primary consideration for equity and fund investors.
00:32 - Welcome back
00:50 - How central banks balance reducing inflation versus promoting instability in the banking system?
05:36 - Will the Fed change course?
09:10 - Governments and banks pulling in different directions
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