Don’t Fear Inflation, Bond Bull Market Isn’t Over, GSAM’s Swell Says

The transcript discusses the potential for significant economic growth in the second half of the year, driven by stimulus measures. It highlights the importance of avoiding economic scarring, such as unemployment and housing crises, by providing timely assistance. The market perspective suggests growth expectations, with concerns about inflation being addressed. Despite fears, runaway inflation is not anticipated, and the bond market remains a viable hedge.

What are the concerns regarding inflation and its impact on the economy?

What is the current perspective on the bond market and inflation risks?