George Lagarias
👤 Speaker
3
total appearances
Appearances Over Time
Podcast Appearances
Bloomberg News Now
Iran Says US Deal Not Imminent But Consensus Reached, More
I would hate to rain on anybody's parade right now, but the reality is that breakeven markets were not really pricing in very high inflation, maybe 3%, 3.5% until the end of the year.
Bloomberg News Now
Iran Says US Deal Not Imminent But Consensus Reached, More
So we were seeing an upside in bonds, and especially long term, but they were not really pricing in a significant continuation of Hormuz.
Bloomberg News Now
Iran Says US Deal Not Imminent But Consensus Reached, More
So where markets were is roughly where we are right now.