Published on: May 24th, 2022 • Duration: 54 minutes
Stock prices and bond prices have been falling at the same time. Could this be due to a reversal in the rules-based flows that supported so many risk assets from 2015 to 2022? Inflation is the key to understanding what’s happening. And the uncertainty that comes with the effort to control it means the cross-asset unwinding is unlikely to end soon.
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