Might A Rise In Inflation Expectations Derail The Equity Market?
The time-varying relationship between inflation and the stock market.
In this Peston Lecture from 2013, author considers ways to make monetary policy more effective – avoiding the traps the BoJ fell into in Japan.
Read the lecture as originally published by the Centre for Economic Performance (CEP) at the London School of Economics here
The time-varying relationship between inflation and the stock market.
A number of alternative (risk-premia-based) strategies have performed poorly in the decade following the Great Financial Crisis (but pre-COVID).
With interest rates so low, there must be a risk that the bond market is in "bubble" territory - and, indeed, that it might burst.