Attention Economy


Thursday, May 2, 2024

Inflation and Interest Rates - Muddled Outlook

Stalled Inflation Vexes the Fed. Is It Noise or a New Trend?
https://www.wsj.com/economy/central-banking/stalled-inflation-vexes-the-fed-is-it-noise-or-a-new-trend-dd381d2f
The fundamentals suggest inflation should still be headed down, but the Fed isn’t betting on that.
 
The Treasurys Market Is Getting Squeezed from All Sides
https://www.wsj.com/economy/central-banking/the-treasurys-market-is-getting-squeezed-from-all-sides-ab33d612
Inflation and deficits are lifting yields and jarring the stock market.