Post by Handelsbanken

🔔 New: "Markets can no longer "look through" supply shocks" In the March Rate Wrap, Jasmine Crabb and Daniel M. look at the major events affecting the economy and financial markets, including: 📊 Significant stagflationary shock is hitting the UK economy. Financial markets are pricing in the risk that the Bank of England won't "look through" the energy price shock. 📊 The Middle East war has driven oil prices upwards, raising inflation risks and shifting expectations from rate cuts to rate hikes in the UK. 📊 Markets have rapidly repriced, with the Bank of England turning more hawkish. 🔗 Read it here or sign up to have it delivered directly to your inbox each month: https://lnkd.in/d9W75_eB