This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to review the two conundrums at the heart of the inflation debate: lower yields and low levels of employment despite huge demand for jobs. CPI data made a new multi decade high and yet bond yields rolled over. Is the demand for jobs reflecting a lack of suitable employees or is it an opportunistic attempt to hire labor at a low cost? Both the transient and persistent inflation camps have valid arguments, it may just be another case of timing.

 

The Chatter

In this week’s Chatter, Catherine Yoshimoto - Director, Product Management – FTSE Russell

(an LSEG business) runs through one of the major liquidity events for the market, the reconstitution of the FTSE Russell indices such as the Russell 1000 and 2000. This event impacts a large number of stocks via additions and deletions from the various indices and every investor should be aware of which stocks are impacted.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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