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3min chapter
Felix Zulauf’s Big Calls For 2022 And Beyond
Forward Guidance
How to Think Tactically About Long-Duration Bonds
I do expect inflation to peak in the first quarter, and then to soften maybe down to 3 or 4% during 22. My expectation is that the financial market situation will be such that we will be facing a big decline in equity prices ... I think it could be at the degree that the authorities could panic and come out again with renewed stimulus. And so I think bond yields could retreat somewhat more. Maybe the 10-year bond yield could go down to 1%. But that is tactically only.
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