Fed Vs. Market On Inflation

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MV Financial


  • The question as to whether nominal spreads today are properly priced or not ultimately comes down to one thing, and that one thing is inflation.
  • Year-on-year core inflation has been trending down since it hit a peak of 6.6 percent last September.
  • Our expectation is that the Fed will orchestrate another 0.25 percent Fed funds rate hike in March, and then let things sit there indefinitely.

Global inflation rate 2022 problem stockmarket and risk asset stockmarket crash


When the yield curve inverted before the 1990 recession, the widest spread between the 10-year and 2-year Treasury yields was (0.43) percent. Ahead of the 2001 recession the curve inverted again, with a maximum distance of (0.46) percent. Before the financial Category 5 event struck

core CPI year-on-year and month-on-month

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MV Financial is a Washington DC-area asset manager offering investment advisory services through MV Capital Management, a Registered Investment Advisor. We specialize in deep research across a wide range of asset classes and investment vehicles, with the goal of transforming knowledge into actionable investment solutions for our individual, family and institutional clientele.

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