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May 10 2018

Inflation—A Small Miss

  • May 10, 2018

We have seen a string of in-line/slightly subpar inflation numbers (including wages) both here in the US and overseas. Two countervailing market forces are at work too: a resurgent dollar and higher oil/commodities prices. Financial conditions would tighten quite a bit if both the dollar and the real yields are up significantly.

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About The Author

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