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Jackie Bowie on Bloomberg: Rising inflation risks as growth weakens

Published May 1, 2026

Summary

Rising energy prices and slowing growth are creating a more unbalanced macro environment, keeping inflation elevated and narrowing the path for central banks, as Jackie Bowie shared on Bloomberg Daybreak Europe.

Bloomberg Daybreak Europe - May 1, 2026

Central banks face a narrowing path as inflation persists

The macro environment is becoming more difficult to navigate.

As Jackie Bowie of Chatham Financial shared on Bloomberg Daybreak Europe, higher energy prices are still working through the system, keeping inflation elevated even as growth slows.

That creates a clear tradeoff. Central banks may need to act on inflation while the economy is already weakening, particularly in the UK.

At the same time, global policy paths are diverging. While the Fed is leaning toward easing, Europe and the UK remain focused on inflation risks, adding complexity for decision-makers.

It may not meet the technical definition of a recession. But it is increasingly likely to feel like one.

Clarity and perspective matter in this kind of environment.

Watch the full segment here (starting at 33:48).