Our Market Optics chartbook contains data-driven insights that power our portfolio management teams’ views, ideas, and decisions. Each week, we’ll take a look a closer look at one of the charts.
This week’s topic: Global economy: Growth and inflation comparison
- The economic rebound is getting real, but so is the inflationary pressure from pent-up demand and supply chain disruptions.
- Europe, Japan, and many emerging markets are a season behind the U.S. and U.K.
- This can create distortions where active security selection can hopefully identify the relative winners and losers from this growth-inflation dynamic.
Originally Posted on June 30, 2021 – Global Economy: Growth And Inflation Comparison
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