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Ed Bradford
fullcarry.net
did:plc:pu76nca4whbkwubc5kokvil6
Given the post-COVID inflation experience, its strange how little inflation risk the markets are pricing. 30y inflation swap is literally pinned to the Fed's inflation target (adjusting for PCE-CPI wedge). Same is true of 30y breakevens
2026-07-24T11:02:27.963Z