2min chapter

Bankless cover image

115 - The Stagflation Mega-Trade | Dan Morehead

Bankless

CHAPTER

Is the Fed Trying to Increase Interest Rates?

The Fed has been buying bonds since covehad started, like massive amounts. And so now we have this big bond bubble and a fed balance sheet to unwind. All these things e wonderful for the secular decline of both inflation and yields,. All reversing right now. Hopefully it's all temporary. But there's some trends where, you know, we're talking about localization and reshoring. None of those things are good for lowering inflation and lowering yields.

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