Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 27: Mark Deriet, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

CHAPTER

The Importance of Rates in the Equity Market

The key is rates that might might damage and outlook, right? The two year bond yield cracking and the huge volatility in rates like the move index is. I think that is, you know, putting a bit of a damper on, on the outlook for sure. We can speak to the set, like why I think it's still a secular bowl and what kind of triggers are if you want to look at the slides. Do you see any similarity between the disinflation in the 20s and 30s until reflation up into 40s or 50s now with inflation expected to be around 2% by end of next year? If so, we could get down to the red line

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