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Why Inflation Will Dissipate | Bilal Hafeez
Forward Guidance
The Long Term Rate and Inflation
Markets often look at the trends in macro variables, and inflation has been picking up both. So now we're in an environment where growth will be falling over the course of the year. The market doesn't really differentiate much between those different outcomes. But it does tell you the context in which bond yields will go down wouldn't necessarily be one where inflation rates are rising.
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