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Jan 14 2021

Blue Sweep + New Fed Regime = Higher Inflation Ahead

  • Jan 14, 2021

The CPI numbers are largely in line with expectations. A blue sweep and a new Fed regime is a powerful combination that should be taken seriously. We now believe the odds of higher inflation are materially better than just a month ago.


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About The Author

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