Episode Details
| Title | Inflation Expectations Are Already Unanchored | Weekly Roundup |
|---|---|
| Date | 4/25/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $GOLD - Gold is favored in an environment of bond yield steepening and dollar weakness, potentially benefiting from economic uncertainty and inflation concerns.
- “When I look at that that range of outcomes, you know, bond steepening, dollar weakening, it's it is favors gold over many, many other risk assets.” - Quinn (47:35)
- 🟢 $VOL - 🔒
- 🟢 $COMMOD - 🔒
Bearish:
- 🔻 $BONDS - 🔒
- 🔻 $USD - 🔒
- 🔻 $EQUITIES - 🔒