The Market May Be Making A Big Bet On An Inflation Surge

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In this video, Michael J. Kramer discusses growing concerns over a second wave of inflation, citing CPI swap markets as signaling rising long-term inflation expectations. A breakout in 5-year CPI swaps suggests a significant shift, supported by similar patterns in 1-, 2-, and possibly 10-year swaps.

Video Length: 00:08:17


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Inflation Expectations Surge After 2-Year Consolidation
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Rates And The Dollar Are Breaking Out As Inflation Expectations Surge

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