S&W The Pulse

In this episode we’ll be looking at the recent volatility in stock markets and whether concerns on inflation are justified.Markets were spooked by concerns of a stagflation environment of high inflation and low growth. This followed higher-than-expected US inflation, where April headline CPI rose 4.2% from a year ago - the highest rate for 13 years - and a disappointing US non-farm payroll number for the same month to raise investor concerns about a sustained recovery. However, given that US and global 2021 real GDP growth is expected to grow at its fastest rate for decades, the risk of stagflation seems low GET IN TOUCH:Have any feedback? We're listening, email us at: podcast@smithandwilliamson.comSubscribe to our mailing list here, select the topics you would like to be contact on: https://bit.ly/2Sqp4paFOLLOW US:Twitter - @SmithWilliamsonLinkedIn - @Smith&WilliamsonCREDITS:Hosts: Daniel Casali, Cherry ReynardProducer: Laura BurrowsThis episode was recorded on 27/05/2021Capital at risk. Please remember