Inflation Guy: Super Hero (guest: Michael Ashton)
The Market Huddle
00:00
Why Isn't the Long End of the Inflation Market More Worried?
i was shocked at how it became inverted and how they only chased the very front end of the curve. The real question is, ok, ten year inflation swaps are at two, two and three quarters. Why is that where inflation clears? And i think the answer is the same. There's just all kinds of money sloshing around. All these prices don't really reflect where think things are going to clear. It reflects where risk is clearing.
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