Economists Divided Over Inflation Outlook and Fed Policy Response

• Damir Tokic We will see either a sharply slowing economy soon, or significantly higher interest rates, with 10Y yields going over 5% • Cullen Roche The overall inflation trend is still strongly to the downside • James A. Kostohryz The U.S. has a serious inflation problem; the Fed needs to shelve rate cut considerations • Jeremy LaKosh Causes of inflation have evolved; durable goods deflation but services/housing inflation persist • Mott Capital Management Implied volatility drop after CPI rallied stocks, but long-term impact depends on rates and dollar