Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation
Macro Hive Conversations With Bilal Hafeez
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Inflation Markets
I think there's reason to think that they could all go back to negative real yields like we've seen previously. I would say very interestingly, a very generalized problem, but also a very specific problem in terms of how it's manifesting and whether the extent to which central banks can combat it. And then what about other parts of the world? You're up Japan. Any thoughts on the rates of inflation markets? Every country is sort of dealing with a very similar problem.
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