Inflation Expectations Heat Up Sharply, Which Assets Deserve the Most Attention? [New York Talk 35]

SnapshotLaborer

2026-03-18 13:16:23

Abstract generation in progress

New York Talk · Guo Shengbei on Wall Street Frontline Insights
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About Our Guest Expert:

Oil prices surpass $100, but the Strait of Hormuz is still closed. Will the CPI follow suit?

If inflation truly rises, what should you do with your government bonds? When interest rates go up, prices fall—can you still hold on?

There is a type of bond whose principal adjusts with the CPI; it’s called TIP. The question is: when will it outperform regular government bonds? When will it underperform? How does it compare to corporate bonds in terms of resilience?

Currently, the situation in the Persian Gulf is uncertain, private credit is still fermenting, and rate cut expectations fluctuate. With three variables at play, which should you bet on?

In this episode, Guo Shengbei, founder of GSB Award Fund and former Managing Director at Deutsche Bank, will analyze the two-decade game logic of inflation-protected bonds to help clarify your current allocation choices.

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