inflation

Sharply falling

• ALArthur LafferSharply falling Laffer expects inflation to come down substantially over the next 10 years, as reflected in TIPS yields. “They expect that inflation to be coming down quite substantially over the 10 years. And they're exactly correct, I think” ▶ 13:57 Art Laffer On Bond Market MELTDOWN: How Bad Coul… · 24 Sept
• JDJared DillianSharply falling Inflation is not that high, has come down quite a bit and continues to come down. “inflation is not that high. It's come down quite a bit in the last couple of months. It continues to come down.” ▶ 0:28 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept

Falling

• JSJames StanleyFalling Stanley expects the Fed to get inflation tamed below 2% over the next two years. “get inflation tamed in the next two years get it sub two percent” ▶ 5:30 10-Year Yields Jump and the S&P 500 Hits a Recor… · 28 Sept
• RBRobin BrooksFalling Brooks thinks the inflation picture does not warrant Fed hikes, implying inflation is not a problem warranting tightening. “I don't think that's called for given the inflation picture” Open the post There's more and more people who think the Fed w… · 23 Sept
• MEMichael EveryFalling The only way to bring inflation down now is to push energy and other commodity prices lower. “the only way to lower inflation now is to lower energy (and other commodity) prices” Open the post We have seen a structural power shift, yes. I f… · 17 Sept

Rising

• MCMike CastleRising Castle says the diesel situation is inherently inflationary, with more inflation being passed to consumers in coming months. “This is obviously very inherently inflationary. There are kind of signs of more inflation getting passed to the consumer in the months ahead.” ▶ 13:56 Diesel Export Ban Talk Is Moving Prices More Tha… · 29 Sept
• JBJim BiancoRising He says the TIPS market is pricing in more inflation for the next five years, with elevated inflation persisting. “So, yes, the TIPS market is pricing in more inflation for the next five years” ▶ 16:56 How The Bond Market Can ‘Wreck’ Every Other Asse… · 28 Sept
• ETElizabeth ThomasRising Inflation is running hot and she does not think it is going down anytime soon absent a recession. “we've got inflation running hot. I don't think it's going down anytime soon unless we have a recession.” ▶ 4:59 U.S. Bonds Are Trading Like an Emerging Market w… · 28 Sept
• DLDaniel LacalleRising Government spending and money printing keep inflation persistent. “governments continue to fuel persistent inflation via spending-printing currency” Open the post Central banks have chosen—again—the illusion of … · 26 Sept
• DCDCPRising DCP argues rate hikes won't contain inflation and it will keep running, with diesel and fertilizer pass-through squeezing consumers. “It's still not going to contain inflation. It might prevent some pass-through at the consumer level.” ▶ 17:41 The Bond Market Pain Isn't Over | Weekly Roundup · 25 Sept
• TOTed OakleyRising Inflation won't come off in the next few quarters because oil, the driver, hasn't rolled over yet. “It just doesn't look like that's going to happen the next few quarters.” ▶ 38:58 Ready For A Bear Market? Most Investors Aren't |… · 24 Sept
• BCBen CarlsonRising Carlson doubts inflation will come down even as the Fed hikes. “but inflation won't really go lower?” Open the post So the Fed is probably gonna keep hiking rates … · 23 Sept
• LGLuke GromenRising In fiscal dominance, inflation rises along with rising rates. “What happens to inflation in fiscal dominance when rates rise (inflation rises w/rising rates = uh oh)” Open the post No. What's still controversial is: 1) How rate… · 23 Sept
• TRTrinhRising Trinh says inflation is elevated, implying it is running high rather than cooling. “Inflation is elevated.” Open the post Famous last words. The RBA will hike (yes, it wi… · 17 Sept
• DCDean CurnuttRising Higher crude and gas prices are passing through to inflation just as policy tries to go the other way. “it's definitely leading to a, you know, a struggle and being passed through to inflation” ▶ 42:37 The Market Is Mispricing A Correlation Shock | D… · 16 Sept
• AAAnas AlhajjiRising Alhajji sees the economic-war fallout from Hormuz disruptions rippling into global inflation and consumers everywhere. “the fallout ripples out to affect global supply chains, inflation, and consumers everywhere, including Americans” Open the post ⭕️Here is what I wrote on March 13 about diesel … · 15 Sept
• FJFelix JauvinRising Felix sees oil-driven headline inflation whipsawing higher, though sticky wage-driven inflation is not yet accelerating. “we got oil breaking above 100 here today. So that can, you know, lead to a further positive whipsaw” ▶ 32:32 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept

Sharply rising

• LGLaks GanapathiSharply rising Ganapathi expects inflation to run about six percentage points higher and stay persistent into 2027. “the inflation is going to go six percentage points or something higher than what we have right now” ▶ 20:27 LAKS GANAPATHI | Gold & gold proxies have been t… · 30 Sept
• SHSteve H. HankeSharply rising Hanke says inflation remains a worry and the trend in the price indices is one of acceleration. “is inflation still worrying me? And the answer to that is yes, it still is worrying me” ▶ 14:20 Bond Yields Surge: How Much Higher Before Econom… · 29 Sept
• TKThe Kobeissi LetterSharply rising The bond market is trading as if 7%+ inflation is back, i.e. inflation is heading higher. “The bond market is trading like 7%+ inflation is back” Open the post What is happening here. The bond market is now … · 29 Sept
• LLLawrence LepardSharply rising Lepard expects inflation to get worse and another wave up, saying we live in an inflationary cycle. “I tend to think that what will happen is inflation will get worse” ▶ 40:24 No Living Investor Has Seen A Time Like This Bef… · 29 Sept
• ASAnthony ScaramucciSharply rising Politicians will pay for the debt through inflation, a pernicious and regressive tax that keeps hurting ordinary people. “our politicians have chosen that we're gonna pay for it in the most pernicious and the most regressive way, and that's through inflation” ▶ 5:46 Anthony Scaramucci at Hunt & Fish Club Restauran… · 28 Sept
• ATAdam TaggartSharply rising Taggart expects secularly higher inflation over the coming decades. “just sort of secularly higher inflation, secularly higher bond yields as a result” ▶ 36:27 Is It Becoming A Great Time For Income Investors… · 27 Sept
• SBSteven BavariaSharply rising Bavaria says the deficit makes higher inflation almost inevitable long term. “it's almost impossible to think we aren't going to have higher inflation and higher interest rates” ▶ 37:28 Is It Becoming A Great Time For Income Investors… · 27 Sept
• DODoombergSharply rising Doomberg expects the printing, IPOs, stablecoins and tax-receipt strategy to be very inflationary. “it's very inflationary it the nominal price of of gold goes up” ▶ 15:49 DOOMBERG | All roads lead to the printer! · 27 Sept
• JWJoseph WangSharply rising The market is becoming more concerned about inflation, which is being driven by an energy shock. “i think the market is becoming more concerned about inflation” ▶ 3:43 Markets Weekly September 26, 2026 · 26 Sept
• KMKeith McCulloughSharply rising He says global inflation is accelerating and his Inflation Nowcast keeps ticking higher. “all bond yields have gone global because inflation globally is accelerating” ▶ 7:04 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept
• GBGary BohmSharply rising Locked-in spending will keep getting worse and add more pressure on inflation. “This will continue to get worse adding more pressure on inflation and yields.” Open the post Locked spending means bond issuance cannot slow … · 21 Sept
• Jeffrey GundlachSharply rising Gundlach expects inflation to stay elevated and not come down soon given oil above $100. “With oil over $100 per barrel inflation is not going down any time soon.” Open the post With oil over $100 per barrel inflation is not g… · 15 Sept
• QTQuinn ThompsonSharply rising Inflation is on the firm side and re-accelerating, with little disinflation ahead given oil. ▶ 3:26 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept