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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?


To: #Breeze who wrote (194320)10/19/2023 6:57:47 AM
From: SGJ  Respond to of 206713
 
From the article I posted below:

The current inflation expectation is 2.21%. If you think expectations will eventually return to average pre-pandemic levels (1.65% – 2017-2019), the fair value ten-year yield falls to 2.09%.

With current yields around 4.60%, a turnaround to fair value would generate a 20%+ return on a ten-year note plus nearly 5% a year in coupon payments.


The prediction of the return to the 1.65% pre pandemic inflation levels is based on the continued drop in rental costs that are 40% of the CPI. Could not be better set up for those soon to retire