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The bond market is currently pricing nominal GDP as unchanged post-conflict, meaning it expects real growth to be lower with higher inflation rather than a full economic collapse.

factualpending

Speaker

Jeffrey Sherman

Evidence Quote

“the way I would say it is the bond market still thinks nominal GDP is the same. Right? So, and that's I you know, to kind of paraphrase you, it's a real growth rate that's a little bit lower with a little bit higher inflation.”

Source

Jeffrey Sherman and Jason Draho: How Should I Be Positioned? | UBS On-Air— DoubleLine Capital
Created: 8/12/2026, 10:36:49 PM

My Notes

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