US inflation

also referred to as: u.s. inflation

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Aug 26, 2021 by Rick Rieder · across every show →

Everything said about US inflation, oldest first

Aug 26, 2021 neutral
Prediction Not checkable as stated
Rieder: US inflation will normalize to around 2% once reopening fades
“But if you normalize airfare, lodging, growth of used cars, et cetera, you're going to run at two-ish percent, maybe a little higher. But I think they're right on the transitory thing generally.”
Rick Rieder Aug 26, 2021 ▶ 37:05 Rick Rieder – BlackRock (Manager Meetings, EP.08)
Dec 6, 2021 bullish
Assertion Supported
New York Yankees equity compounded at 9.7% annually over 115 years
“Over the last, I think it's 115 years, US inflation has run at an annualized rate of around, I think it's 3.1%. US public equities have compounded at around a 5.9%. And equity in the New York Yankees has compounded at 9.7% per year for a 115 years.”
Ian Charles Dec 6, 2021 ▶ 32:16 Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Feb 20, 2023 neutral
Prediction Not checkable as stated
Ivascyn: PIMCO expects US core inflation in high 2% range by year-end
“In the spread sectors, our base case economic view is reasonably constructive. U.S. Inflation heading back down to the high two level on the core side at the end of the year. Based on recent constructive economic data, slow growth, basically a fifty-fifty chan…”
Dan Ivascyn Feb 20, 2023 ▶ 30:20 Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
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