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Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard

Forward Guidance

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Is There a Trend That Takes a Decade or Two?

Vincent Cevallos: Even though the rate of inflation in the US is 8%, and two years ago, it was let's say 2 or 3%. He says real rates now are tighter because even though inflation expectations have gone up, nominal interest rates and bond yields,. largely driven by the Fed on the short of the curve, have gone up more. The economic definition is the one that matters, not the market base, right? You are effectively defaulting on the boomers, which is my obsession.

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