17
May
Inflation at its highest since 2008 may well cause a shock to equity markets
Equity markets are threatened by rising interest rates following the historic rebound in inflation. Trend change in the "Growth" vs "Value" match. Complicated outlook for US equities. European equities are already approaching their 2021 targets.
Key Points
- Rising US inflation and long rates threaten equity markets
- Trend change in the “Growth” vs “Value” match
- Complicated outlook for US equities
- European equities are already approaching their 2021 target
