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Nothing Destroys Inflation Like a Recession | Darius Dale
Forward Guidance
The Fed's Role in the Bond Market
The bond market response to the cyclical deceleration in the economy has not gone according to plan. If anything, I would argue the Fed's been even more hawkish than we would have expected. The breakout in structural inflation expectations in Europe is telling you that they're only rising over the long term. And so the market is saying, Hey, there's going to be a fiscal response and it will likely catalyze some longer term economic growth.
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