Surveillance: Bank Earnings with Leon
Bloomberg Surveillance
00:00
The Market's Pricing: Is It Too Early to Get Bullish on Long Term Bonds?
The market seems to be very overly optimistic around where inflation is going to settle even over the near term. We are of the view that in the long run, inflation will be able to settle back to 2%. And I think that that's right. The ability for the front end to really come down is going to be a question more so about when does the Fed deliver these cuts?
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