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Oct 18 2016

No Imminent Threat Of Higher Inflation

  • Oct 18, 2016

Headline CPI was in line but Core CPI missed.  The current reading still fits the overall “Goldilocks” inflation backdrop and should be considered favorable for the risk rally. The reason behind the recent rise in inflation expectations was the market’s perception of a policy shift away from monetary easing towards fiscal easing.

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About The Author

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