Central banks 'on verge of policy mistake territory': Strategist

Julian Howard of GAM Investments argues central bankers should not raise rates in response to the Iran conflict-related energy shock, even if it risks stoking inflation. The piece is a policy commentary centered on the inflation implications of geopolitical-driven energy price shocks rather than a direct market event.

Analysis

Julian Howard of GAM Investments argues central bankers should not raise rates in response to the Iran conflict-related energy shock, even if it risks stoking inflation. The piece is a policy commentary centered on the inflation implications of geopolitical-driven energy price shocks rather than a direct market event.