Inflation, deflation or reflation? Balance is essential as rate debate intensifies

Cost pressures and macro forces thrown into mix

clock • 4 min read
Ritu Vohora of T. Rowe Price
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Ritu Vohora of T. Rowe Price

Fuelled by abundant stimulus and optimism about the progress on vaccine distribution, markets have continued to push higher through 2021 – with the S&P 500 closing above 4,000 for the first time.

However, investors' focus has shifted away from infection rates to rising inflation, rising bond yields and steeper curves. Investors are concerned whether the market's gains are sustainable, particularly...

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