US stocks rose and the benchmark 10-year Treasury yield fell below a crucial support even after US inflation jumped to a 13-year high of 5%. The market reaction supports our view that the current bout of inflation is transitory and that the Fed is unlikely to start unwinding its unprecedented monetary stimulus soon. Given this, we stick with our pro-risk stance, based on our outlook for strong economic growth and corporate earnings.Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank

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