
Forced Patience (guests: Andy Constan, Paul Schulte)
The Market Huddle
00:00
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.
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.