[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Mike M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1339 followers Created: 2025-07-21 07:45:17 UTC TARIFFS AND RISK OF STAGFLATION TS Lombard Chief Economist Freya Beamish is cautioning investors against complacency because multiple “low-grade shocks” can take their toll like that of a frog in boiling water. “The economy is being repeatedly pushed into the stagflation quadrant but each shock isn’t enough to shift the needle—hence our boiling-the-frog metaphor,” Beamish says. But Beamish forecasts that investors will look back to this period and realize inflation was consistently higher than bond investors were getting paid for and the economy was tilted more toward stagflation. Eventually, bond investors are going to demand higher yields—and that will translate to lower valuations for stocks. XX engagements  **Related Topics** [frog](/topic/frog) [freya](/topic/freya) [stagflation](/topic/stagflation) [tariffs](/topic/tariffs) [Post Link](https://x.com/TransEnergy/status/1947201198437646750)
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Mike M. Mustafoglu @TransEnergy on x 1339 followers
Created: 2025-07-21 07:45:17 UTC
TARIFFS AND RISK OF STAGFLATION
TS Lombard Chief Economist Freya Beamish is cautioning investors against complacency because multiple “low-grade shocks” can take their toll like that of a frog in boiling water.
“The economy is being repeatedly pushed into the stagflation quadrant but each shock isn’t enough to shift the needle—hence our boiling-the-frog metaphor,” Beamish says. But Beamish forecasts that investors will look back to this period and realize inflation was consistently higher than bond investors were getting paid for and the economy was tilted more toward stagflation. Eventually, bond investors are going to demand higher yields—and that will translate to lower valuations for stocks.
XX engagements
Related Topics frog freya stagflation tariffs