Inflation Is Falling… But Markets May Be Wrong

Description

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff. • 📉 Inflation Likely Down, But Not Certain: The speaker feels fairly confident inflation will ease, but the call is based on just two months of data and a single report — making this a fragile assumption. ⚠️📊 • ❓ Data Uncertainty Is Elevated: With such a limited data set, the margin for error is unusually high. 🧮 One unexpected print could completely shift the inflation narrative. 🔄🔥 • 💥 Markets Could Be Caught Off Guard: Because expectations are anchored to surveys, even a small deviation could lead to a meaningful surprise for investors. 📈📉 Volatility may be closer than it appears. #Inflation #MacroEconomics #Markets #Investing #RealVision #EconomicData #MarketVolatility #CPI #Finance #MacroInsights