In our 50th installment of Talking Data, Jim and Ben tackle the rapid rise in intermediate goods prices along with consumers’ expectations for inflation.
In today’s installment, Ben and Anthony discuss central bank communications and what they can tell us about inflation, interest rates, and more.
In today’s installment, Jim and Ben discuss the recent turn lower by U.S. Treasury yields after hefty bearish positioning and sentiment.
In today’s installment, Jim and Ben discuss the inflation beat for March and markets’ lethargic reaction. Will cost-push inflation emerge? What does this mean for interest rates?