5 year inflation expectations is about to hit the highest level since 2005… US10Y yield 1.90% for june – UBS forecast

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Warren Buffett is right, inflation is running rampant

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Inflation, Not COVID, Is Now the Biggest ‘Tail Risk’ for Markets, Says Bank of America: CNBC Pro

A record 69% of respondents to the monthly reading see above-trend growth and inflation as the most likely scenario ahead.

Michael Burry’s Big Inflation Bet

He backed up his warnings of higher inflation with a slew of bets against Treasury bonds, a portfolio update revealed this week.

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