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Feb 07 2024

Three Key Themes To Watch—Recession, Inflation & The Dollar

  • Feb 7, 2024

The probability of a soft landing has materially increased, while stronger than expected growth is likely to put a floor on inflation, which challenges the consensus disinflation view. A refresh of our Dollar Monitor suggests a weaker dollar going forward.


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About The Author

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