inflation expectations
Discussion centred on inflation expectations as a guide for monetary policy and asset behaviour. Grant Williams linked rising expectations to an energy shock and persistently high inflation, while arguing that changing inflation and rate regimes are disrupting established asset relationships 1. Ray Dalio advocated stabilising inflation expectations and break-even inflation near 2%, alongside roughly 2% real interest rates, to balance growth and creditors’ returns 2. Michael Green criticised the New York Fed for publishing lagging expectations while overlooking market-based measures 3.
From the window to Aug 1, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position in august 2026.
Mentions
4 in August 2026Stories it travels in
i
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
- Joseph Wang 2 mentions
- GoldRepublic Global 1 mention
- Jurrien Timmer 1 mention
See what your own voices say about inflation expectations, every morning.
Start a desk