Mike Zaccardi, CFA, CMT 🍖(@MikeZaccardi):Consensus real GDP growth is 2.1% over the next year... with 1yr inflation swaps steady at 2.5%. All of it suggests 4.6% nominal growth... for as much as folks say we are humming at 6-7% nominal. And, of course, bonds look ahead (not behind). With the 10yr piercing 5%...

Mike Zaccardi, CFA, CMT 🍖

@MikeZaccardi

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Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi

2026.09.20 18:10

Consensus real GDP growth is 2.1% over the next year... with 1yr inflation swaps steady at 2.5%. All of it suggests 4.6% nominal growth... for as much as folks say we are humming at 6-7% nominal. And, of course, bonds look ahead (not behind). With the 10yr piercing 5%...

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