economy fed fomc inflation Markets

‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk

As ever, the risk is that we get "proof" that fears of an inflation shock are not entirely unfounded.

As ever, the risk is that we get "proof" that fears of an inflation shock are not entirely unfounded.
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2 comments on “‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk

  1. Anonymous

    If the fundamental story remains the Fed seeking to reduce its balance sheet (and, with that, offer a workable QE/QT model for other central banks), then a “virtuous” domestic inflationary economy is essential, where money velocity can successfully respond to a shrinking money supply.

    Unreasonable speculative investments and ponzi schemes need not apply…

  2. the difference this time vs january is the absence of the giant ‘tail’ to wag the dog…..XIV et al.

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