Inflation expectations impact interest rates
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- The global long-term average inflation has been 2.5%
There has been a downward shift in rates
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- The downward shift in yields we think is lasting due to technology
- If inflation were to go higher, interest rates are likely to rise as well
Are inflation and interest rates reaching the bottom?
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- We are currently at historical lows in both inflation and interest rates
- Are we reaching the bottom?




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