inflation expectations
Most commentary described US inflation expectations as rising, driven particularly by oil, diesel, tariffs and persistent price pressures. The University of Michigan reading cited a 4.6% one-year outlook and 3.4% long-term outlook, while some market-based measures remained subdued or even described as anchored lower 31524. Analysts disagreed over whether consumer surveys or market pricing better reflected future inflation, and over whether higher rates would restore or damage credibility 11012.
Where the voices land
All voices 3 voices1 falling2 rising
Sharply falling
- JSJeff SniderSharply falling TIPS and inflation swaps price essentially zero inflation risk, so inflation expectations are subdued. ▶ 17:38 Rare Recession Indicator Is ‘Screaming’—No One’s… · 26 Sept
Rising
- LGLuke GromenRising Inflation expectations are becoming unanchored, and Fed hikes would make it worse rather than reanchor them. Open the item Medium-to-long term thoughts on LT USTs, etc. · 14 Sept
- TKThe Kobeissi LetterRising Inflation expectations are surging. “inflation expectations are surging” Open the post In all fairness, US Treasury Secretary Bessent w… · 9 Sept
1 falling2 rising
Mentions
24 in September 2026Stories 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
- The Kobeissi Letter 7 mentions
- Walter Bloomberg 3 mentions
- David Lin 3 mentions
- Max Wiethe 2 mentions
- Jérémie Boyer 2 mentions
- Guy Adami 1 mention
- Dario Perkins 1 mention
- Jeff Snider 1 mention
See what your own voices say about inflation expectations, every morning.
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