Memo From the Chief Economist

Memo From the Chief Economist

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Memo From the Chief Economist
Memo From the Chief Economist
In Through the Out Door
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In Through the Out Door

Best to get these ideas of a future of inflation out of your head

David Rosenberg's avatar
David Rosenberg
Sep 29, 2023
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Memo From the Chief Economist
Memo From the Chief Economist
In Through the Out Door
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What’s in this report: Why inflation is not going to be sticky; why we are not going back to the 1970s; why “higher-for-longer” has the same shelf life as “transitory”; and why we are adding duration (the crowd goes “hush...”) to the bond portfolio.

Good grief, I feel like I am watching sequels to the same movie.

  • At the 5.2% cycle lows in the 10-year Trea…

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