Report
Peter Warburton ...
  • Tom Traill
EUR 855.00 For Business Accounts Only

Lifting the lid on government bond yields

Over the past 2 years, the pace of nominal GDP growth has picked up almost everywhere. This acceleration has favoured inflation over real growth, especially in Asia, posing a clear threat to the 'new normal' characterisation of the world. Government bond yields have yet to complete their adjustment to the stronger nominal framework. 

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Economic Perspectives
Economic Perspectives

Economic Perspectives is a trusted provider of global macroeconomic and financial research with clients in North America, Asia and the UK.

EP research weaves complex and diverse information into coherent macro narratives, providing clear analysis and original market insights for global investors. Our clients benefit from our long experience in connecting economic developments with the credit and financial market outlook.

The analysis of developments in global private sector credit markets is fundamental to our understanding of the global economic and financial outlook. However, the actions and interventions of central banks and government have become increasingly important to our economic assessment.

For several years we have maintained that the only credible resolution of the 2008 global credit crisis is a resurgence of global inflation. We take an eclectic approach to the inflation outlook, considering political and socio-economic factors alongside macroeconomic drivers. We provide the multi-dimensional appraisal of the inflation outlook that is critical to formulating a successful investment strategy, at a time when inflation complacency is rife.

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Analysts
Peter Warburton

Tom Traill

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