10 Year Inflation Expectations - DAN NILES

10 Year Inflation Expectations

5/10/2021

Bruce Haydon

5/11/2021 07:43:59 pm

Hi Dan,
Saw you on CNBC today which prompted me to check out your article today. Your thesis makes complete sense, but I'm curious - has the 10Y breakeven rate been successful in forecasting other inflationary events or bear markets?

Kind Regards,
Bruce

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Sam Shehu

5/12/2021 03:35:24 am

Hi Dan.

In previous comments, you had suggested to follow the reaction in Canadian markets after they began tapering. As per the "EWC" ETF, their markets have risen.

Can we expect the same to happen when the USA tapers?
Or is EWC simply rising in concert with our markets - and maybe all markets will pull back when USA starts to taper?

(Thank you in advance for your opinions)

-Sam in CT

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