Macro & Markets: Increasing optimism ahead of stagflation risks

From corporate.nordea.com

Trade war de-escalation is fueling optimism across financial markets, but stagflation risks still loom ahead, with significant implications for the Fed, stocks, bonds and the dollar. In this edition of Macro & Markets, we will start off by covering the recent economic news and market moves and how they impact our forecasts, before digging into the Fed’s stagflation dilemma and what it means for the outlook for the economy, stocks, bonds and the dollar. Market recap: increasing optimism: This week, optimism continued to grow across asset classes, as investors focused on central bank meetings and progress on new ... (full story)