MacroVoices · Thursday, July 9, 2026
Adam Parker expressed skepticism about significant secular inflation risks, contrasting his view with some market participants. He believes that relying on interest rate strategists for equity cap forecasting is often unproductive, citing his past experience where rate forecasts were consistently inaccurate.
“I don't really think that, actually.”
“But, you know, like, I think you hang out in the smart energy fixed income cohort of the world, more than I do, and I hang out in the dumb American equity cohort.”
“And so we we've learned that listening to interest rate strategists to to pull equity cap is a loser's game.”