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Forced Patience (guests: Andy Constan, Paul Schulte)

The Market Huddle

CHAPTER

Is There a Triple Bottom at a Support?

Inflation has been the big story of two thousand 21. Will it continue, or will we finally see that things have just stalled? I think we've hit the point where inflation expectations over the short run are going to start to be we're going tostart to see some surprises the other way. And one thing that if crude does break to a fresh new hide like above the two thousand 21 his and runs, that could contribute to inflation staying hot for a little bit longer. But really the move has to be in the durations, right? The five years just ripping on the up side at least  in the two year just doesn't want to quit in the two year basis.

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