Global equities and fixed income markets outlook. Waiting for the Fed to blink.

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Presented by

Philip Lawlor, MD, and Head of Global Investment Research at FTSE Russell, LSEG

About this talk

Waiting for the Fed to blink - what is priced in? Join our webinar for analysis on global equity and fixed income markets, as they confront the impact of surging inflation (a 2011 replay?), concerns about excess stimulus and a shift in guidance by Central Banks. Philip Lawlor, MD, and Head of Global Investment Research at FTSE Russell will examine drivers of risk appetite, including: • Growth and inflation expectations • Financial conditions • The profit and valuation cycle • Factor rotation • The status of market sentiment.

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