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Michael Kantro suggests that inflation could be declining more quickly than financial markets anticipate.
He examines key factors such as fading commodity shocks and persistent downward pressure on core inflation. Kantro also highlights discussion of why the Federal Reserve is unlikely to pursue rate hikes in 2026, emphasizing the significant implications for markets and policy.
Kantro previously discussed the persistence of the 10-year treasury yield during an appearance on Fox One with Charles Payne. He has also suggested that the next economic phase could bring faster growth, lower inflation, and falling rates. These earlier viewpoints inform his outlook on policy and market trends.