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Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366

The Meb Faber Show - Better Investing

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Is That a Surprise to You?

Inflationary world, top three fixed income sectors. Do you consider that a surprise to people when you talk to them? You want to give us any color? Yes. I think the bon market is extremely for looking. And i think you look no further than to slide 60 orof this deck, where we show ura dolla calendar spreads. The blue line is the december 22 spread, which is just sky rocketing. But in this kind of return of reflation, the 30 year treasury,. it refuses to budge or bounce to the same degree that the ten year or the five year have. It's going to give way to ter monetary policy, which may,

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