CMD WIRE
Adam Taggart | Thoughtful Money
Jul 28, 2026 (Today)
Longtime Deflationist Now Fears Inflation More | Lacy Hunt
Longtime deflationist Lacy Hunt analyzes changing inflation expectations, Treasury supply dynamics, and macroeconomic monetary policy risks.
Key Transcript Takeaways & Core Data Points
- Lacy Hunt shifts perspective on long-term structural inflation risks versus historic deflation trends.
- Treasury issuance schedules and Fed balance sheet drainage impact bond yield stability.