Gene Frieda identifies the market signals that would imply a move from fear of inflation to fear of recession.
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Economics
Apr 23, 2026
Gene Frieda
Because markets, central banks, and governments move at different speeds—and sometimes in different directions—mistimed policy responses to major shocks can exacerbate, rather than mitigate, the depth and duration of a crisis. Fortunately, if this major lesson from the 1970s is heeded, the risk can be managed.
Gene Frieda urges policymakers to abandon the old playbook before global markets force their hand.
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Jayati Ghosh argues that today’s market optimism masks a slow-moving crisis that will hit poorer countries hardest.
