Allianz CIO Says Markets Are Underestimating Inflation Surge
Bloomberg Markets
11 lis 2026, 08:10Crypto
1 min read
Allianz Chief Investment Officer Ludovic Subran says markets are underestimating a second inflation surge, warning policymakers have not sized the shock correctly.
Subran made the remarks on Bloomberg Television, highlighting a disconnect between market pricing and the reality of the economic data.
The surge in US short-term bond yields reflects growing anxiety that the Federal Reserve may need to raise interest rates more aggressively to combat persistent price pressures.
Policymakers' Response
The second inflation shock is not sized properly, not only by markets, but by policymakers.
Federal Reserve officials have recently signaled that the central bank is prepared to act decisively if inflation continues to outpace expectations.
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