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Nothing Destroys Inflation Like a Recession | Darius Dale
Forward Guidance
The Positive Correlation Between Bond Prices and Stock Prices
When inflation is north of 5%, bonds and stocks tend to have a positive correlation. That correlation broke down in the late 90s, partially as a function of the Fed getting inflation under control. The most recent Fed regime that we're in was one that were deflation and financialization of the economy. It's very unlikely we see that inverse core really started to pick up until that inflation momentum wanes.
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