Fixed Income Market Focus on Inflation as Growth Risks Diminish -- Market Talk
Dow Jones2026/08/05 05:080508 GMT - For fixed income, risks around growth have diminished and this puts inflation in focus, Morgan Stanley's Andrew Sheets says in a note. "We think inflation comes in lower than expected across the U.S, euro area, U.K. and Japan over the next 12 months, with core inflation close to target by YE27," the global head of fixed income research says. If correct, this should warrant less hawkish policy than markets price, he says. (emese.bartha@wsj.com)
(END) Dow Jones Newswires
August 05, 2026 01:08 ET (05:08 GMT)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Strategy doubles preferred stock repurchase authorization to $2 billion
Market Chatter: Alphabet's Google Modifies Search Results in Europe to Meet EU Requirements