As supply chains, stimulus, and spending normalize. As well as efficiency through technology continue to accelerate. Next year will be the year of deflation and falling interest rates!
Leoi
:
Depends if the Fed needs to raise interest rates.. Inflation is already widening the gap between rich & poor, most people got a pay cut this year when you adjust for inflation
rppIg2As8t
Leoi
:
Doesn’t matter, deflation will occur. 10 year treasury yield is a measure of future growth and inflation expectations. If both these are lower (regardless if fed raises rates) the 10 year treasury rate will be lower.
v5PvYvukTK
rppIg2As8t
:
The 10 year treasury can move quickly.. past performance / technicals is not indicative of future results. As the Fed tapers, I expect the 10 year to move upwards. Inflation does not just go away without action to reduce the money supply
Dogoro777 : I like this bet. When everyone thinks the market is going one way, it tends to go the other way. Silly heuristic but often works.
baby boomers : Agree, but only by the summer when it becomes obvious.
hairless : Except after 40 or so years, China is now exporting inflation instead of deflation.
Leoi : Depends if the Fed needs to raise interest rates.. Inflation is already widening the gap between rich & poor, most people got a pay cut this year when you adjust for inflation
rppIg2As8t Leoi : Doesn’t matter, deflation will occur. 10 year treasury yield is a measure of future growth and inflation expectations. If both these are lower (regardless if fed raises rates) the 10 year treasury rate will be lower.
v5PvYvukTK rppIg2As8t : The 10 year treasury can move quickly.. past performance / technicals is not indicative of future results. As the Fed tapers, I expect the 10 year to move upwards. Inflation does not just go away without action to reduce the money supply