Franklin Templeton portfolio manager Rich Nuzum warns markets are underestimating the inflationary impact of the Middle East conflict. He implies higher energy and commodity prices could lift inflation expectations, pressure breakevens and push interest rates and central-bank hawkishness higher, creating risk-off conditions across risk assets.
Franklin Templeton portfolio manager Rich Nuzum warns markets are underestimating the inflationary impact of the Middle East conflict. He implies higher energy and commodity prices could lift inflation expectations, pressure breakevens and push interest rates and central-bank hawkishness higher, creating risk-off conditions across risk assets.
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