Markets Don’t Know What to Expect Anymore, and That’s Good
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The article discusses how the pandemic economy and its policies have brought back higher inflation and interest rates, altering expectations in financial markets. There is wide variation among investors, consumers, and professional forecasters about future inflation rates and bond yields. The author argues that this diversity of economic forecasts can lead to a richer discussion and help expose previously unseen risks and weaknesses.



https://www.bloomberg.com/opinion/articles/2024-02-02/markets-don-t-know-what-to-expect-anymore-and-that-s-good