Why Markets Aren't Being Impacted By Inflation

The Big Conversation | Aired: 2021-06-16 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? 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.