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Fidelity Sees a Return to Bear-Market Lows
What Goes Up
Bond Bullishness - Is Inflation Coming Down?
There's a lot of bullishness on bonds, obviously, some even saying, well, maybe you flip the 6040 relationship and go 60% bonds. But I feel like embedded in all this bond bullishness is this notion that inflation has peaked. Let me not get back down to that 2% level this year, but it's going to head in that direction. We've seen the worst of it. It seems fairly likely that inflation will continue to come down at least till about 4%. The risk is that it stops there or that it doesn't go all the way back down to two.
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