The question now is whether credibility built in calm times holds up when the next shock makes extrapolation feel like common sense. #NobelEconomics #InflationExpectations #RecencyBias

The question now is whether earnings can keep running ahead of the rising price of money and people. #Treasuries #InflationExpectations #Micron

credibility at the cost of growth, while each pause preserves growth at the cost of credibility. The question now is which of those two currencies markets decide is the scarcer one. #FederalReserve #InflationExpectations #BondYields

#Hormuz #InflationExpectations #FederalReserve

#AvailabilityBias #ECBRates #InflationExpectations

What is not is whether a retreat in oil would unwind that expectation as fast as it built it, or whether the number already lodged in everyone's head has done its work regardless. #AvailabilityBias #ECBRates #InflationExpectations

expectations are reading the economy, or simply the last twelve months of it. #NYFedSurvey #InflationExpectations #RussianCrude

#OilPrices #InflationExpectations #BehavioralFinance