The MacroTourist

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INFLATION: WHAT'S BUILT IN?

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INFLATION: WHAT'S BUILT IN?

The 'tourist explores the market's expectations for future inflation

Kevin Muir
Jul 18, 2022
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INFLATION: WHAT'S BUILT IN?

posts.themacrotourist.com
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I’ve been waiting for this moment for a while.

You folks know that I am a big inflation bull, but lately, I have been strangely silent about one of my favourite trades; long inflation breakevens.

I’ve felt naked as I didn’t own any, but the inflation exuberance was a little too strong for my liking and I jettisoned the position a few months ago.

Now, you…

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