Tom Burton examines whether inflation could persist long-term, looking at warning signs in bond prices and their economic effects. The video features multiple speakers weighing the risks of sustained higher inflation on the broader economy.
Chapters
This is an article from Axios. It's inflation warning signs mount. And they talked about, you know, just the initial quote, Trump administration, the Federal Reserve face a headwind in securing a return to low inflation. Concerns have escalated in the last few weeks as the president has threatened tariffs on a variety of U.S. trading partners. And it talks about the bond prices and some of the implications of all this. Bond Prices now implied 2.7 annual consumer price index inflation for the for up to five years. That really surprised me. For how long that that was suggesting that. And then it says the only time five year breakevens have been higher in a data series that dates to 2003. We're during the peak of the 2022 inflation surge. So the bond side of this, and I don't proclaim to be a bond expert for a second, but Tom, you often talk about that, but this is pretty profound.
Yeah. I mean you strip it all away. Right. They're basically saying and David, interested in here, are you sharing the same sentiment as you're out there?
But are people.
Preparing for higher inflation, for higher inflation for longer periods? And I think it's going to be a way of life for the next few years.
The higher inflation. Yes. They're kind of expecting, I think some of this is going to play into what's going to happen on the workforce.