Hints and tips:
...Inflation and wage growth Economists say the rollercoaster of conflicting economic news is largely owing to stagflation, which indicates a period of high inflation coupled with a stagnating economy....
...The commodity/value/defensive-heavy FTSE 100 means it may also work as a stagflation hedge, should geopolitical/supply issues risks linger....
...“Surging oil is reviving stagflation fears,” said Emmanuel Cau, head of European equity strategy at Barclays....
...Crypto funds, meanwhile, attracted a record $3.4bn and investors shifted $49.7bn into cash in what Bank of America strategist Michael Hartnett called “stagflation trades” — positions that could benefit from...
...A rush of weak European macroeconomic data has left many investors worried that the continent is destined for a period of stagflation — a toxic combination of stagnant growth and high inflation....
...“We have avoided a global recession and a period of stagflation — as some had predicted,” Georgieva said in Washington....
...Labour markets: Rise in UK minimum wage helped narrow inequality but failed to lift productivity Regulation: Stagflation looms in UK as economic growth grinds to a halt Inflation: Stagflation looms in...
...“Although the US economy has held up well so far, there is a risk that persistent inflation and the Fed’s response to it might turn a soft landing scenario into a soft stagflation one.”...
...Such borrowers could face rising financing costs and perform poorly in a downturn, particularly in a stagflation scenario, which could generate a surge in defaults and a corresponding spike in financing...
...Because policy makers failed to recognise the stagflation risk inherent in the UK’s absurd short duration mortgage market....
...The big risk, Kolanovic says, is that macro bites back: We believe that there is a risk of the narrative turning back from goldilocks towards something like 1970s stagflation, with significant implications...
...Consider three possible scenarios for the global economy ahead: recession, resilience, or stagflation....
...Some investors are now talking about the euro area experiencing a period of stagflation — high inflation combined with stagnating economic growth....
...It is spooky for people who worry about this narrative of stagflation in Europe.”...
...Seeking to lower expectations of a quick improvement, the president-elect has warned of a period of “stagflation” as his “fiscal reordering” hits economic activity and Argentina feels the impact of expansive...
...“Poland is connected by the umbilical cord to Germany, which is in a sort of stagflation,” said Gustavo Medeiros, head of research at Ashmore Group....
...“Stagflation is now very plausible in the eurozone,” he wrote on social media site X, formerly called Twitter....
...They damp growth and increase the threat of stagflation....
...Investors are keeping some of their money on the sidelines, wary, like Prince Abdulaziz, of signs of macroeconomic stress in China and a potential period of stagflation in Europe....
...The reading offered “more evidence for increasingly weak growth in Europe ahead of the [European Central Bank’s] decision next week, and will only add to the fears of stagflation”, said Deutsche Bank strategist...
...Chris Giles (“Inflation revives memories of 1970s ‘sick man’”, Report, May 25) is correct in drawing our attention to the similarity between the stagflation of 1970-1990 and the present situation....
...The recent Opec+ decision to cut output adds to this stagflation risk....
...In Europe, business is gloomy but prices — especially in holiday destinations — and wages are still rising rapidly, raising the prospect of prolonged stagflation....
...Between the end of quantitative easing, the pandemic and a war in Ukraine, I frankly expected that we would have been looking at big asset price corrections and stagflation by now....
...“The UK still looks like the international outlier when it comes to inflation and still deserves its label as the ‘stagflation nation’ [but] the economic news of the past month has suggested that the gap...
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