🚨 NEW: INFLATION EXPECTATIONS COLLAPSE
Bond market data shows 12-month inflation expectations plunging from above 5% to BELOW 3.5%.
That’s a massive shift in macro sentiment.
What this signals:
Markets now expect price pressures to cool fast
The inflation scare may be fading faster than expected
Confidence in disinflation is rising
Why this matters:
Lower inflation = room for rate cuts
Liquidity expectations start to shift bullish
Risk assets get a potential tailwind
This is how pivots begin.
First expectations drop… then policy follows.
Smart money is already adjusting positioning.
Because inflation expectations drive EVERYTHING.
Is this the beginning of the next liquidity wave?