Talking Data: Is This the Inflation Premium We’ve All Been Waiting For?!
In today’s installment, Ben outlines the next set of hurdles needed to signal a lasting rise in inflation expectations.
Talking Data: U.S. Treasury Real Yields Refuse to Budge
In today’s installment, Jim and Ben discuss extremely low real yields and some of the oddities occurring within inflation expectations.
Talking Data: Surprises in 2020 and Outlook for 2021
In today’s installment, Jim and Ben discuss the biggest surprises across a wild year of asset returns in 2020. Bigger picture, 2020 was the year of trading with the Federal Reserve, which may not be repeated in 2021.