Interesting shift in sentiment: one-year inflation expectations among Democratic voters have dropped sharply from 9.4% back in May to just 5.2% now. That's a massive correction in a short window. The trend suggests there's still room for further decline as economic conditions stabilize. Worth watching how this psychological shift impacts risk assets and market positioning going forward.
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Ramen_Until_Rich
· 12-05 17:29
The poll numbers rebounded so quickly... is that real? Feels like we still need to watch for a few more months.
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StillBuyingTheDip
· 12-05 15:33
Democratic voters' inflation expectations dropped from 9.4% to 5.2%. This shift in psychological expectations is happening even faster than the actual economic recovery.
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RiddleMaster
· 12-05 15:31
Democratic voters' inflation expectations dropped from 9.4% to 5.2%. This shift in psychological expectations is indeed quite drastic, and market pricing will follow suit.
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BearMarketMonk
· 12-05 15:21
Democratic voters' mindset changed so quickly, 5.2% still seems like an overestimate.
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LightningClicker
· 12-05 15:18
Democratic voters' inflation expectations dropped from 9.4% to 5.2%. This shift in psychological expectations can indeed drive changes in asset allocation.
Interesting shift in sentiment: one-year inflation expectations among Democratic voters have dropped sharply from 9.4% back in May to just 5.2% now. That's a massive correction in a short window. The trend suggests there's still room for further decline as economic conditions stabilize. Worth watching how this psychological shift impacts risk assets and market positioning going forward.