February 16, 2023
Again, helpful commentary.
I am wondering if the implied forward inflation matters or is well considered by most market participants. If not, the 3% doesn’t mean much for risk asset markets which may already take higher inflation into valuation consideration.
Again, helpful commentary.
I am wondering if the implied forward inflation matters or is well considered by most market participants. If not, the 3% doesn’t mean much for risk asset markets which may already take higher inflation into valuation consideration.