How the fallout from events so far affects the path of the federal funds rate, and how that interacts with inflation and economic growth, will be crucial, in our view, to how markets evolve over the next few months. Our central scenario is still that sovereign bond yields will edge lower but “risky” assets will struggle.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to gain:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services