This week, Mike & Mark discuss the outlook for inflation in 2023. On the back of a 6.4% YoY CPI, could inflation remain sticky, or will the year ahead be met with a sharp decline in inflation?
As "animal spirits" persist in markets, despite the yield curve repricing higher, and the terminal rate along with it, why are markets so intent on fighting the Fed? To hear all this and more, you'll have to tune in!
--
Follow On The Margin:
https://twitter.com/OnTheMarginPod
Follow Mark:
https://twitter.com/MarkYusko
Follow Mike:
https://twitter.com/MikeIppolito_
Follow Blockworks:
https://twitter.com/blockworks_
--
This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through
https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.
--
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research
https://www.blockworksresearch.com/
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.