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To fix inflation, Fed must go big – odds against painful recession look long

1 pointsby 609veneziaover 2 years ago

1 comment

fspeechover 2 years ago
If you look at short term TIPS real yields (4 to 6 month), they are actually higher than the nominal yields of similarly dated T-Bills. While I don't have much confidence of the bond market's ability of predicting long term inflations, I trust the short term projections to be good as any pundit. And right now it is seeing no inflation in the near future in the US. Keep in mind that this doesn't mean Fed should refrain from further hikes because market rates reflect what people believe how Fed will act.