Daybreak Europe Show Open: Inflation Expectations

The video discusses the current market conditions, focusing on a data sweep that will influence the bond market, dollar, and equities. It highlights the highest core CPI since 1992 and explores generational perspectives on inflation, noting that boomers are more concerned than millennials. The discussion shifts to equities, emphasizing that they are less affected by generational concerns and more by factors like a 10-year yield at 1.3% and strong earnings expectations. The video concludes with a look at interest rates and market movements, including the impact of lumber prices and transient inflation trends.

What is the significance of the core CPI mentioned in the text?

How do different age groups perceive inflation according to the discussion?

What does the speaker imply about the relationship between equities and the boomer generation?

What expectations are set for the upcoming earnings season?

What does the speaker suggest about the bond market's behavior?