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Surprised That Market Is Surprised (guest: Vincent Deluard)

The Market Huddle

CHAPTER

The Market Is Not Even Looking at - Is It?

I'm flabbergasted and how casual people are about long term inflation expectations. The market is discounted ats a very low probability that somehow this vise all goes away. And then, you know, there is as much er, much more probable sinorio that the market is not even looking at. I think the market is a, is like a pice a paradox, or the two don't work. It's one of these things that, for the longest time, we sat there and we said, morgan to get inflation,. were ging to get inflation, and the market didn't care, until they cared, all of a andand i think your comment about,

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