Steven Bell Monthly Update - Economic recovery and inflation: the challenge for markets

Steven Bell ‘steers’ us through why soaring car purchase and hire prices could be ‘driving’ consumer inflation.
May 2021

Steven Bell

Managing Director, Portfolio Manager & Chief Economist, Multi Asset Solutions

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Risk Disclaimer 

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

Economic recovery and inflation: the challenge for markets

The UK’s response to the virus was going oh-so-well until the sudden arrival of the Indian variant. Stimulus measures have been huge, but how will the effect of Biden’s infrastructure plans on economic growth differ from the unemployment packages? Will markets focus on growth: good for earnings and risk assets – or will it be all about inflation: bad for everything? In his monthly macro update, Steven Bell addresses these questions and also ‘steers’ us through why soaring car purchase and hire prices could be ‘driving’ consumer inflation…

Risk Disclaimer 

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

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