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
You must be signed in to read this analysis
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.