Quilter Cheviot strategist Armitage says inflation fears drive bond yields higher, hit equities

• Quilter strategist Tim Armitage warned volatility has returned as inflation fears rise, with oil near USD 100.
• Global bond yields climbed again, with UK yields pushing past 6%.
• Markets are pricing further rate hikes as growth stays robust, pressuring equities and fixed income.
• Bank of England cautioned the AI boom could trigger market corrections, though Governor Andrew Bailey said AI can strengthen growth.
• Armitage flagged investor unease over UK borrowing expectations, citing Andy Burnham’s Labour conference speech and sticky energy-driven inflation risks.

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