Sentences with phrase «stagflation expectations»
Uncertainty shock = lower US GDP estimates; markets will price in EU fragmentation; Fed likely to pass in Dec; ultimate growth impact of Trump will depend on whether his protectionism or Keynesianism triumphs; either way Trump will boost inflation / stagflation expectations as electorates say end wage deflation via immigration controls, trade protectionism, fiscal spending.
https://www.zerohedge.com/ Not exact matches
The risk is protectionist policies could lead to rising expectations of stagflation.
Stagflation would suggest I need to lower my yield expectations and continue buying because the yields are only going to get worse.