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PaidTLT2 min read

Long bonds need inflation to become boring

Amara OkaforDemoMacro, rates & FX

The long end rallies properly only when inflation stops making headlines. Boring inflation is the precondition, and it is closer than the mood suggests.

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The inflation components I watch for the turn to boring.

Amara Okafor covers macro, rates & fx. Every call is captured from live market data — never self-reported.

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The author holds no position in the instruments discussed. Opinion. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.