The Inflation Whisperer: Navigating market surprises

In this episode of 'Top of the Swaps', hosts Delia Villiers and Deputy CIO Mark Greenwood unpack the disconnect between economic forecasts and real-world market behaviour. Known as the "Inflation Whisperer," Mark offers his take on why recent US tariffs and global tensions haven’t triggered the inflation surge many expected. The conversation also delves into the inflation derivatives market as a useful barometer for fixed income investors and highlights how systematic strategies can help investors navigate uncertainty while delivering more predictable outcomes.

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