December 2022. As monetary tightening impacts with long and variable lags, expectations for a soft landing may be misplaced.

Sept 2022. Rising stagflation risks and persistently hawkish centrals banks will continue to be headwinds equities in the coming months.

July 2022. The Fed may have to tolerate higher inflation as the trade-off between inflation and unemployment re-emerges.

This article appeared in the FM Report on 29th April 2022.