◀ The Principal Blog

Posts tagged ‘monetary policy’

Short and Sharp: Central banks are not a risk… until they have to be



As we approach year-end, investor thoughts inevitably turn to the risks for next year. Our own internal discussions have identified the following risks: central bank tightening, tight valuations, and politics. While the third is certain to continue festering across many parts of the world, the last…

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Short and Sharp: The twisted relationship between central banks and inflation



Investors currently face the challenge of the Federal Reserve’s belief that monetary policy needs to be tightened, despite missing inflationary pressures. This is not just a U.S. phenomenon, it’s a global one. In the euro-area, core inflation remains stubbornly low, yet the European Central…

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