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Apr 19 2017

Inflation-Weaker Sooner Than Expected

  • Apr 19, 2017

The latest CPI is weaker and the softness was sooner than we expected.  More alarming is the recent broad-based deterioration in economic data.  Lower inflation expectations have flattened the yield curve recently, which hurt Financial stocks. We believe inflation has likely peaked for the time being and patience is the right approach for the reflation trade at this point.

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About The Author

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