A surge in US inflation jolted markets this week on concerns it could force the Fed to tighten policy sooner than expected. We lay out reasons why we believe the inflation spike is likely to be temporary, caused by short-term distortions in the labour market and supply bottlenecks. Since fundamentals continue to improve, we would use any dislocation in markets to build on our medium-term investment themes.Speakers:Manish Jaradi, Senior Investment Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered Bank

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