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With major central banks likely to exercise patience in the face of price pressures, inflation-linked assets may be attractive allocations.
The recent surge in oil and natural gas prices highlights the interconnected nature of energy markets, as well as the complexities of transitioning away from fossil fuels.
While the recent energy crisis has disrupted China’s economy, we do not expect a significant drag on growth.
Stronger-than-expected U.S. inflation data in October may prompt the Federal Reserve to consider tapering faster and hiking sooner.
The Federal Reserve navigated its tapering announcement without much market volatility, but faces the challenge of managing rate expectations amid elevated inflation risks.