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Forced Patience (guests: Andy Constan, Paul Schulte)

The Market Huddle

CHAPTER

Inflation Expectations Are No Longer Going Up

Inflation expectations are no longer going up. Inflation is extremely well anchored in market based inflation. A, and so i'm not that i do expect 20 22 to be rough, but i don't expect it to persist. And for that reason, that's a a, those pressures that we talked about on the fed may allow them some flexibility in the event that market's correct. However, they seem to be on a path. While i expect if get a cool c p, i number, the drum beat, you'll see some, a, a rally in bonds and stocks.

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