Animal Spirits Podcast cover image

Why Isn't Inflation Falling? (EP.279)

Animal Spirits Podcast

00:00

The Bond Market Is Going to Predict a Fed Pivot

The 10 year yields have risen for 11 consecutive weeks Longest streak since 1978 unreal and what is it at 4% now? Yeah? Oh Credit to you Then last week were you saying how the bond market might Predict a Fed pivot. We say something like that. Yes I said the bond market is going to predict a Fed pivot the bonds will fall before the Fed starts lowering rates That's my call. Morgan Stanley. Maybe they're listening who knows they said if rates fall ahead of the decline in inflation Which we expect it will give likes to the rally that began last Tuesday So again if rates fall Ahead of the Decline in Inflation, pretty much the bondmarket is gonna sniff it out

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app