This week Mike Willans and Bimal Patel,unpack what the latest moves in inflation and interest rates mean for markets and for consumers.
They discuss:
How falling energy prices could ease inflation in the coming months
Why the “higher for longer” rate narrative may be losing momentum
The limits of monetary policy in solving an oil price shock
The outlook for growth as consumers face a global slowdown and AI‑related job worries
If you are interested in how macro trends translate into market implications and everyday financial realities, this short episode is well worth a listen.
Listen to the podcast.
The above video is intended as a general review of investment market conditions. It does not constitute investment advice and has not been prepared on the financial needs or objectives of any particular person. It is intended for the use of institutional and other professional investors.