Inflation expectations over the next 12 months plunge from over 5% to under 3.5% according to the Bond Market. Institutions are loading up on call options at the fastest pace ever recorded

Inflation expectations over the next 12 months plunge from over 5% to under 3.5% according to the Bond Market
byu/RobertBartus inEconomyCharts

Institutions are loading up on call options at the fastest pace ever recorded 📈🤯👀 pic.twitter.com/y6QmeCNC70

— Barchart (@Barchart) April 17, 2026

IMHO Sec Bessent is reading the tape correctly: core inflation is falling, the Fed is fighting yesterday’s battle, and the opportunity is to own the future, war end, rate cuts, and asset repricing.

Ignore the noise. https://t.co/i4uq9vFYbw

— James E. Thorne (@DrJStrategy) April 17, 2026