Clash between markets and Fed increases risks in 2023

Divergence between Fed plans and bond investors’ scepticism about the scope for more tightening is fuelling volatility

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In this article

  • Bond markets vs Central Banks
  • Structural shift poses underlying risks
  • Markets fear recession more than inflation
  • Markets underpricing inflation risk

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.