#1060 Dylan LeClair On The Continued Decline Of Consumer Sentiment
The Pomp Podcast
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Is the Ban Market Really Buying Long Term Inflationary Outlook?
When you see a huge inflationary impulse like we're seing to day, paradoxically, over the medium to long term, that's actually a kind ofileadsa deflationary outcomes. And so id think that's what the feds tightening policies is actually doi its setting up for somewhat of a spectacular diflationary bust. The bon market is kind of smelling it out. So whyle you see a earlier in the year, in 20 22, the treasury, treasury bond market had the worst start of its year in recorded history. 's duration got killed because yields went up. But now we're starting to see the long end of the curve relative to the short end inoh
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