'Inflation expectations have to come down,' Great Hill Capital chairman says
Why now
Thesis: Sticky inflation expectations argue for higher-for-longer
Catalyst to watch: Inflation expectations surveys and CPI
Main risk: Expectations could fall faster than expected
Why it matters
A strategist arguing inflation expectations must fall implies rates stay higher for longer, a headwind for duration-sensitive assets.
Related assets & topics
InflationInterest RatesSources
- googlenews · news.google.com · 2026-09-28 20:22 UTC