The MacroTourist

Share this post

WHAT'S THE INFLATION SWAP MARKET TELLING US?

posts.themacrotourist.com

WHAT'S THE INFLATION SWAP MARKET TELLING US?

And while we're at it, is this nominal yield curve steepening any different than the previous three?

Kevin Muir
Mar 17, 2021
35
40
Share this post

WHAT'S THE INFLATION SWAP MARKET TELLING US?

posts.themacrotourist.com

There is no longer any doubt. Our inflation trade is getting crowded. The onus used to lie on our side to prove there was a risk of rising prices, but lately, even the most stubborn dis-inflationist will concede that we are about to experience a bout of inflation.

Yet, what worries me most? The company we’re keeping on the bullish side of inflation l…

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing