"We're living through the peak of the activity, the peak of the inflation and markets are supposed to be forward looking. I think what we're experiencing is a rethinking of the narrative at the same time," he said. macro strategy at MUFG, said investors were looking for an explanation for the surprise drop in yields, but he said it could simply be that the market is not looking for the pace of inflation or economic growth to stay at current levels. Market-based inflation expectations have been falling recently, and the 10-year Treasury yield fell below the key 1.5% Wednesday. I think Jay Powell's done a good job discussing 'transitory,'" he said. There's been a consistency of commentary. Temple said he does not expect a few months of rising inflation to destabilize the stock market, but he said there are bond market pros who think the Fed could move sooner on unwinding its bond program. I think the worst thing we could have is deflation," he said. "I think inflation is the thing people want to be afraid of … I think it's a misplaced fear. Temple said a hot CPI reading - one that's much higher than expected - would be a negative for stocks and bonds. Hot Alarm Clock cung cp cho ngi dng mt chic ng h báo thc vi nhiu tính nng mnh m. Chng trình cho phép t nhiu âm báo mt cách linh hot và h tr tit kim nng lng bng cách a máy tính vào ch ng. He said it will be several more months before it's clear whether the period of higher prices is temporary. Hot Alarm Clock là ng dng ng h báo th vi nhiu tính nng mnh m nh âm báo bng nhc hoc m ài phát thanh. equities and co-head of multi-asset investing at Lazard Asset Management.
![hot alarm clock cracked hot alarm clock cracked](https://justchillbabysleep.co.uk/wp-content/uploads/2021/03/alarm.png)
"These near-term readings are not going to tell us anything about whether the inflation readings are going to be anything but transitory," said Ron Temple, head of U.S. Inflation becomes negative when it gets too hot and erodes margins.
![hot alarm clock cracked hot alarm clock cracked](https://ak1.ostkcdn.com/images/products/is/images/direct/982e3d2264c81b28488abb05b65ee72d593e6bb5/Electrohome-1.8"-Jumbo-LED-Alarm-Clock-Radio-with-Battery-Backup%2C-Auto-Time-Set%2C-Digital-AM-FM-Tuner-%26-Dual-Alarm.jpg)
For the stock market, some inflation is good, especially for those companies that can meet rising costs with higher prices for goods.