When "Peak Inflation" Seems Like a Myth
Real Vision: Finance & Investing
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Is the Feds Going to Roll Over?
i've been sitting on my hands tin terms of getting two long bonds, right? But a lot of lot of very smart macranalists around a s ae thinking that we're going to head into a bit more of a deflaationary regime. And what i believe is going to happen is that correlationis going to flip back round the other way as growth rolls over. I haven't luxey bought a load of outright talteas because there may still be one last leg down there. If these inflation prints take stubbornly long time to down bu the way commodities are going, and they are a lead indicator for inflation,. Ah, it suggests that inflation is time to top
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