Bloomberg (gated) carries remarks from Guggenheim Partners Investment Management chief investment officer Anne Walsh, who spoke at the Greenwich Economic Forum in Connecticut on Tuesday.
In very brief:
- “We’re in a reflationary world for the first time in a while”
- when inflation returns to the Fed’s 2% target, policymakers “should probably take that ridiculous collar off and work within a range because I don’t think that level is something they can stay at for a long time”
- skeptical on China’s stock market
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I posted earlier on expectations for the week’s US inflation report, core is still seen above 3%:
More inflation?
This article was written by Eamonn Sheridan at www.forexlive.com. Source