ML-QuantSubscribe

RePEcEconometrics & Forecasting

Beyond the Numbers: Professional Forecasters’ Narratives About Inflation and Stock Market Performance

Professional forecasters hold heterogeneous narratives about inflation's impact on stocks, causing disagreement in expectations and divergent portfolio choices despite common signals.

Read the paper PDF
View as MarkdownOpen in ClaudeOpen in ChatGPTOpen in PerplexitySite index for AI (llms.txt)

Featured in No. 139 on 13 Nov 2026 · 11 days after release

Distribution of the forecasters’ narratives relating inflation to DAX returns in the Decem- ber 2022 survey
Figure 2: Distribution of the forecasters’ narratives relating inflation to DAX returns in the Decem- ber 2022 survey. Among the 153 survey participants, 136 selected a narrative. The figure presents absolute frequencies.
Released
2 Nov 2026
First featured
No. 139 · 13 Nov 2026
Published in
Not yet, as far as Semantic Scholar knows
Fanfare
2 of 5
Identifier
RePEc:ces:ceswps:_13076
Authors
Christian Conrad et al.

Citations and venue from Semantic Scholar (ODC-BY), refreshed weekly. Summary: Quant Letter (CC BY 4.0).

    Type to search. Try rough volatility, LLM agents or FinGPT.

    ↑↓ move↵ openesc closeFull search page