What does the TIPS market know that the stock market and the Fed are not seeing? Why is the Fed committing to an extreme policy when inflation will presumably no longer be a clear and present danger? Or are TIPS just plain wrong? 🧵 3 of 3 on the topi

Lyn Alden @LynAldenContact · Oct 28, 2022

Good thread on rates vs inflation expectations.

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by Jurrien Timmer

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