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Inflation expectations

After a year of falling inflation as a result of the #federalreserve #ratehikes, investors are discounting inflation wil be low for a long period of time, almost with certainty, according to the chart below. Interestingly, the minutes of the last #fomc meeting show that the Fed thinks inflation will spike again and that more hikes might be necessary. Assets are therefore discounting a scenario where no more rate hikes are ahead and a normalization period should follow. There is still a disconnect between the fed thinking (the dot plot) and the market thinking, and that could be the basis of market repricing.


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