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Caution needed ahead of central bank decisions and fears of inflation uptick

Markets should tread cautiously ahead of central banks interest rates decisions, says Ales Koutny head of international rates at Vanguard, and fears grow over reacceleration of inflation.

Koutny discusses how his buy-side desk is positioned ahead of a busy week and how he expects markets to react to the central banks Federal Reserve and Bank of England’s long-anticipated first interest rate decisions of 2024.

Across the globe, concerns are surfacing over the potential for a reacceleration of inflation amidst growing uncertainty over elections, future fiscal policies, and geopolitical instability. Koutny unpacks his views on the risk of an uptick in inflation to markets; he talks through how he is diversifying his portfolio in fixed income, and what he expects the liquidity environment to look like in 2024.

29.01.2024


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