Danielle was a guest with Jim Goddard on Talk Digital Network talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.
Here are two charts that help illuminate my comments on orders and inflation expectations now moderating.
The spread between the 5 and 30 year US Treasury yields since April 2020, shows the peak in inflation expectations last winter.
This one shows the mean reversion in unfilled orders over the past six months as supply has caught up with demand.
;
