The Bridge Ep. 25: What's Really Driving Inflation and Market Volatility?
The episode offers a macro perspective for advisors framing client conversations about rates, inflation readings and volatility. It also outlines what the guests say to watch as governments, central banks and businesses navigate the economic landscape.
Summary
By the markets & outlook deskEpisode 25 of The Bridge, hosted by iCapital Chief Investment Strategist Sonali Basak, features Stephen Miran, senior strategist at Hudson Bay Capital Management and a former Federal Reserve Governor, discussing inflation, Federal Reserve dynamics and market volatility. They explore why rising Treasury yields may reflect stronger growth expectations rather than inflation fears, and why commonly cited inflation measures may not tell the full story. The conversation also examines housing affordability, supply constraints and global trade shifts.
- Rising Treasury yields may reflect stronger growth expectations rather than inflation fears.
- Changing Federal Reserve dynamics are contributing to market volatility.
- Commonly cited inflation measures may not tell the full story.
- The discussion covers housing affordability, supply constraints and global trade shifts.
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