Global inflation is rising again and central banks are behind the curve
As seen on the 24/7 Wall St. homepage on October 17, 2026.
Bilello is calling for more hikes from the Fed, ECB, BOJ and BOE at once, a setup that would hit stocks and bonds together.
Global Inflation Rates are on the RISE... ...and the Fed, the ECB, the BOJ, the BOE, and many other central banks remain behind the curve. More rate hikes are coming. https://t.co/SKCifmVK0b
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Charlie Bilello warned on October 17 that global inflation is accelerating while the Federal Reserve, the ECB, the Bank of Japan and the Bank of England stay behind the curve, pointing to more rate hikes ahead.
A synchronized global tightening cycle would pressure equities and fixed income at once, leaving few places to shelter.
The usual bond cushion compresses exactly when stocks are hit.
Whether central banks move in lockstep or at different speeds sets the severity of the cross-asset hit.