← Forward GuidanceTrade on Robinhood →Trade on Robinhood →
8:55LONG
“That's a persistent disinflationary effect from the receding regulatory backdrop.”
@Forward Guidance · Stephen Miran
AI, deregulation and capital deepening are persistent disinflationary supply shocks
TLTLONG@ $84.90
$81.43-4.08%
since call Apr 1
“We're about a percentage point above that level right now. … I think it's appropriate over the course of this year to just get back to neutral.”
@Forward Guidance · Stephen Miran
Fed is a percentage point above neutral and should cut to ~2.5% this year, inflation fears overdone
IEFLONG@ $94.85
$90.82-4.25%
since call Apr 1
TIMESTAMPS
8:55
11:35