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BlackRock's Rosenberg says inflation could actually be peaking in recent data, Sonic AI
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BlackRock's Rosenberg says inflation could actually be peaking in recent data
CNBC Television
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May 13, 2026
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4:53
Interview
BlackRock's Rosenberg says inflation could actually be peaking in recent data
Jeff Rosenberg
(Systemic Fixed Income Portfolio Manager, BlackRock, guest)
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Executive Summary
Inflation may be peaking, but uncertainty remains high, suggesting the Federal Reserve will likely hold interest rates steady rather than cutting or hiking.
A secular increase in demand for capital, driven by AI, energy, and reshoring, is putting upward pressure on long-term interest rates (the term premium).
The 'belly' of the yield curve (e.g., 5-year Treasuries) is identified as offering a better risk-return profile compared to the long end (30-year), which faces more upward pressure on yields.
While corporate debt markets are strong and liquid, the U.S.
government bond market is showing signs of strain, evidenced by poorly received Treasury auctions.
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Inflation Outlook and Fed Policy
Secular Demand for Capital and the Term Premium
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Processed May 13, 2026
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