Economic & Political Roundup - March 2021
Economic & Political Roundup - March 2021
A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies - have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.
Roundup
The sharp increase in long-term government bond yields (as bond prices fell, given that they move inversely with yields) over February reflects a growing likelihood of inflation's influence returning, after a benign decade or-so. Sterling and the oil price continued to strengthen too.
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