The Bigger Worry: Growth or Inflation?
The recent sharp rally in bonds suggests that the market increasingly thinks inflation is yesterday’s problem and that growth is the main worry for 2024. But are recession risks overblown and inflation risks underappreciated? What’s in store for growth and inflation, and what that means for markets, is Top of Mind.
For answers, we turn to Stanford’s Hoover Institution’s John Cochrane, Carlyle’s David Rubenstein, and Savoy Bank Research’s Jan Hatzius and David Kostin
