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#927 Darius Dale On The Odds Of A Recession This Year

The Pomp Podcast

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The Positive Correlation Between Stocks and Bonds

When inflation is over five % headline, you typically see a positive correlation between stocks and bonds. Right now, obviously werewwer ouno thernd, 50 basis points above that. That's that positive correlation. And empirically speaking, really sure why. The b o ja has struggled to generate inflation, had benn hel some version of hibert deflation for a couple almost twoto, three decades now. They want to inflate moni they want to continue sort of stimulating monetary policy.

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