What Europe's inflation angst means for bonds

Inflation risks are rising in Europe. But will the region's bond markets take note? European Central Bank member Isabel Schnabel said in a speech this week that while much of the recent rise in prices is transitory, the mood in financial markets is changing and there are growing signs that supply disruptions and commodity shortages may be more prolonged than first thought. In this podcast, ING's Antoine Bouvet shares his thoughts.