Talking heads – Geopolitical storm tugs at fixed income moorings

Global bond markets already faced challenging times before the conflict in Ukraine, but they at least had a clear expectation to work with: the prospect of firm central bank action to tackle rising inflation. Geopolitical developments have upended the calculus, undermining inflation and growth forecasts and weakening the fundamentals across the board for the foreseeable future. Hosted by Ausha. See ausha.co/privacy-policy for more information.