"Inflation is going to be problematic: Inflation numbers should remain somewhat high, and we will have a monetary response. The question is not if it is when and how aggressive," says Katy Kaminski. In addition, she believes that inflation pressure is going to force the hand of central banks to tighten and investors should expect the curve to flatten unless the response is too weak and the bond market struggles. Finally, she weighs in on commodities and overall equity markets in 2022.
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