Capping Inflation

The report discusses the nervous state of bond markets due to geopolitical tensions and examines the role of inflation caps in the UK and shifting leadership dynamics at the US Federal Reserve.

Key Takeaways

• 1.Bond markets are showing volatility due to concerns over the Iran war's potential impact on inflation and fiscal deficits.
• 2.UK inflation was lower than expected in April, while the government is pressuring supermarkets for voluntary price caps on basic foods.
• 3.The Federal Reserve's April minutes are expected to show significant internal division as the market prepares for nominee Warsh's arrival.

Table of Contents

• Audio
• Global asset class preferences definitions
• Appendix
• Risk information
• Generic investment research – Risk information

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