---
title: "Bond Flows Are At Odds With Falling Inflation Forecasts"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/277069202.md"
description: "Authored by Simon White, Bloomberg macro strategist,Increased short positioning in Treasury ETFs and rising TIPS point to markets expecting greater inflation, despite falling forecasts.There’s agrowing consensusthat inflation need no longer be feared."
datetime: "2026-02-26T16:02:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277069202.md)
  - [en](https://longbridge.com/en/news/277069202.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277069202.md)
---

# Bond Flows Are At Odds With Falling Inflation Forecasts

_Authored by Simon White, Bloomberg macro strategist,_

**Increased short positioning in Treasury ETFs and rising TIPS point to markets expecting greater inflation, despite falling forecasts.**

There’s agrowing consensusthat inflation need no longer be feared.

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