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Analysis > Analysis and Strategy

African equities tailwinds picking up

Oliver Hoffmann, Founder, Investor Relations Exchange
May 27, 2021, 11:11 a.m.

Word count: 963

Mr. Market has spoken, and inflation is on the way. From Bank of America, this found its way into this contributor’s inbox recently: “US 5-year, 5-year forward inflation swaps [i.e., the price rises investors expect from 2026 to 2031] are pricing inflation consistent with the highest we have seen the past five years. This is not about base effects given last year's weakness, not about anything temporary”.

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