Webcast
The End Of Easing?
US Bond Strategy
19 May 2026
In this webcast Ryan discussed the outlook for US inflation and consider whether rising consumer prices will force the Fed to hike rates in the coming months. The Webcast addressed the following questions:
- Will the oil price shock have only a temporary impact on US inflation, or will it send consumer prices sustainably higher?
- Is the US labor market heating up or cooling off?
- What economic scenarios would push the Fed toward rate hikes or rate cuts?
- Which US fixed income sectors stand to profit from an extended period of on-hold Fed policy?