Inflation Disconnect Set for 2018 - Interview with Daryl Liew on Bloomberg


The benign inflationary environment we are currently experiencing is not just a U.S. Phenomenon, rather something we are seeing across all markets and geographies, says Daryl Liew, Senior Portfolio Manager at Reyl and Co. He told Bloomberg Daybreak’s Markus Karlsson and Caroline Hepker alongside Bloomberg MLIV editor Richard Jones that we should focus on oil markets in 2018, more specifically commodity price push inflation that feeds into the economy. He added that markets are only expecting two rate hikes next year symbolising that inflationary pressures have been pushed higher than what markets expect.