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May 06 2016

Reflation Trade Back In Vogue? We’d Rather Be Late Than Early

  • May 6, 2016

Despite recent improvement in some inflation measures, we are not convinced the war against disinflation has been won. The risk of being too early on the inflation call far outweighs the risk of being too late.

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About The Author

Chun Wang / Sr. Research Analyst & Co-Portfolio Manager