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If the borrowing rate goes down, as he’s expecting, existing bonds at the higher rates become more valuable. Isn’t this pretty standard?
10 sats \ 1 reply \ @siggy47 OP 9h
I'm misunderstanding. Dimon is saying inflation is coming. If that's what he thinks, rates won't go down. They will go up, and the existing bond's value will drop.
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I took it to mean monetary inflation, the supply of dollars will go up as rates come down, and the price of existing bonds at higher rates will go up
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