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THE GCIO EDITING TEAM

Sticky Inflation Challenges the Bond Market

4th March 2024

  • Inflation still a headache for global markets

  • Last week’s US PCE data points to pockets of a reaccleration of inflation in the service sector

  • Since Q4’23 the global trend has been of a stickiness to inflation and recently surprises to the upside

  • Recent research reports question whether long-term US bond yields are structurally headed higher



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