inflation expectations
Across interviews and tweets, several voices said inflation expectations are largely anchored despite recent price pressures. Jeff Snider pointed to TIPS breakevens and inflation swaps as indicating minimal inflation risk, contrasting with consumer surveys that show rising concerns about prices 6. Anna Wong argued a K-shaped economy is helping keep expectations anchored by weakening firms’ ability to pass on costs 2. Fed voices split between noting anchored expectations (Neel Kashkari) and warning that persistent inflation could spill over into expectations (Philip Jefferson) 45.
From the window to Oct 3, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 rising
Rising
- THThomas HayesRising Expects inflation expectations to rise on elevated oil and input costs. “part of it is a function of inflation expectations relative to the input costs” ▶ 25:17 Great Rotation Happening Now: Why Chip Stocks Ar… · 13 Oct
1 rising
Mentions
8 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Walter Bloomberg 2 mentions
- David Lin 2 mentions
- Gary Wagner 1 mention
- Bloomberg 1 mention
- The Kobeissi Letter 1 mention
- Daniel Lacalle 1 mention
- Thomas Hayes 1 mention
- Erik Townsend 1 mention
See what your own voices say about inflation expectations, every morning.
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