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Jan 21 2016

Inflation Lower Than Expected

  • Jan 21, 2016

Inflation was lower than expected in December.  The three key drivers for inflation this year are oil, the Dollar and the Chinese yuan. None of these are helping so far.  We have been avoiding inflation sensitive assets and do not see any reasons to catch the falling knife at this point.

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About The Author

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