Charts watch: US employment shows resilience, inflation to peak in US this year but outlook for EU inflation worsening

Yields on 2y Bunds sync with gas

US non-farm payrolls surprised to the upside in August, topping 159m, showing the resilience of US employment in the face of economic headwinds, as prices and borrowing costs spike upwards.

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands