This year taught us that 'supply is the driver of inflation,' says Jefferies' David Zervos

This year taught us that 'supply is the driver of inflation,' says Jefferies' David ZervosПодробнее

We're going back to 2019 level neutral rates, says Jefferies' David ZervosПодробнее

Long-end of Treasuries are the most interesting story of the last few weeks: Jefferies' David ZervosПодробнее

Expect a more hawkish Fed after September, says Jefferies' David ZervosПодробнее

It's silly to think rate cuts will come in 2023, says Jefferies' David ZervosПодробнее

All drivers of low inflation are still with us: Jefferies ZervosПодробнее

Powell's too scared of unpredictable inflation to declare victory, says Jefferies' David ZervosПодробнее

I expect the market to chop around a lot this year, says Jefferies David ZervosПодробнее

Fed's moves about what's priced into next year and when that happens, says Jefferies' ZervosПодробнее

The biggest story in the Trump agenda trade is 'deregulation,' says Jefferies' David ZervosПодробнее

Fed has done an amazing job at anchoring long-run inflation expectations: Jefferies’ ZervosПодробнее

There was a baby step move the Fed is getting toward the end game, says Jefferies' David ZervosПодробнее

The Fed is managing inflation 'extraordinarily well', says Jefferies' David ZervosПодробнее

U.S. high nominal growth makes it hard for real assets to come down: Jefferies' David ZervosПодробнее

This year will be choppy and messy as the Fed tightens, says Jefferies' David ZervosПодробнее

Forecasts of a recession have been way off mark, says Jefferies David ZervosПодробнее

Don't get caught up in recession fears, says Jefferies' David ZervosПодробнее

Key takeaways from Fed meeting: Jefferies David ZervosПодробнее

Inflation may have more supply-side rigidity: Jefferies' David ZervosПодробнее

Inflation has been 'positive for earnings', says Jefferies' David ZervosПодробнее