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Expect a 30% Correction in Stocks, Says Godfather Of Global Liquidity | Michael Howell
Forward Guidance
The Importance of Passing Through Inflation Expectations
A component of fixed income is really yield. But then there's also the inflation expectation, expectations. The globe has been rocked by high inflation prints over the past year that don't seem to ever fall. How do you make sense of the bond markets reaction where inflation expectations have risen? And then also tell us a little bit about the work you've done on the ability of a pass through inflation for inflation to beget inflation in the next month.
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