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SBF's Love of Risk
What Goes Up
Is There a Prediction for Inflation?
Long-term break-evens are under 3%. We have what 30-year tips are around just over 1% and 30-year nominal bonds are just below 4%. So yeah, so we're in the mid to high twos. I think there's still a lot more that we'll see, at least in the near term before it really pans out. Things like oil are a big wild card in the whole thing.
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