02 June 2021 Other

Deep Dive: Fed Communication Pivotal To Keeping Inflation Rise Temporary

Bilal Hafeez Bilal Hafeez
1 min read

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(1) Be Careful, Inflation Expectations Are Not Anchored! (6 min read)
The inflation expectations of firms are an important input into the Fed’s current and future inflation forecasts. A new academic paper explains why current surveys of professional forecasters and consumers are not a good proxy for these expectations.

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(Sam van de Schootbrugge│ 2nd June, 2021)

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The pricing of carbon risk in syndicated loans: which risks are priced and why? (BIS, 24 page read)

Euro area sovereign bond risk premia during the Covid-19 pandemic (ECB, 34 page read)

High-Frequency Estimates of the Natural Real Rate and Inflation Expectations (FED, 25 page read)

Can the Market Multiply and Divide? Non-Proportional Thinking in Financial Markets (Journal of Finance, 34 page read)

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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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Deep Dive: Fed Communication Pivotal To Keeping Inflation Rise Temporary

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