Post by Maverick Equity Research | Commonstock | Expected/Forward Inflation? A quick update

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Expected/Forward Inflation? A quick update

Market is pricing cooling off inflation on the medium-long term ... while on the short term, 1-year ahead 3.44% & 2-years ahead 3.18% https://twitter.com/Maverick_Equity/status/1631280902402605057

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“👉the good thing? can get paid via the virtually risk free asset 👉assuming inflation cools-off (it should), not a bad risk-return (dividend like) to lock for 3-5-10 years 👉expected inflation? Market is pricing cooling off inflation on the medium-long term #inflation #bonds #FED”

Rihard Jarc

@rihardjarc March 3

Will be interesting to see what the FED does with its 2% inflation target goal. Reduce, stay patient or go beserk.

Maverick Equity Research

@maverickresearch March 3

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@rihardjarc will be interesting indeed ... imho very unlikely they move the goal post from 2%. Stay patient most likely, well, just my guess ... complementary M2 money supply growth ... if inflation is a monetary phenomenon (at least partly) and caused inflation lately (which very seems like so), then it should cool-off from here ... M2 going negative for the first time since 1933! Cheers!

Rihard Jarc

@rihardjarc March 9

@maverickresearch I think they will change it to 3% or so. Not sure we get it to 2% without a severe recession.

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