10th February 2021

  • Pimco Sees Risk in Premature Calls on Pandemic and Inflation

Price gains not a concern for the next 12 months, says Mead

He favors Australian semi-government debt due in 5-7 years

https://blinks.bloomberg.com/news/stories/QOAVEST1UM10

  • Fed’s Kaplan Expects Temporary Inflation Spikes During Recovery

Dallas Fed chief speaks in Bloomberg Television interview

Watching for excess risk-taking but not seeing systemic threat

https://blinks.bloomberg.com/news/stories/QO9JYCT0G1KW

  • Surging Inflation May Force Fed to Resort to Yield Curve-Control

Upside CPI surprise may turn out to be ‘double-edged sword’

Bond-market gauges of the measure reached highest since 2014

https://blinks.bloomberg.com/news/stories/QO9HHNDWX2Q4

  • Biden Presidency Starts With a Giant Bet on Run-It-Hot Economics

Aides shrug off warnings $1.9 trillion stimulus is too much

It’s another shift away from regime where inflation fear ruled

https://blinks.bloomberg.com/news/stories/QO9Q70DWLU6H

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