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Jul 14 2021

Inflation—Another Strong Beat

  • Jul 14, 2021

The CPI numbers exceeded the most aggressive market estimates. The bond market’s message is quite clear: the concerns of Fed tightening outweighs inflation. While it’s still debatable whether inflation is “transitory”, the reflation trade still gets the benefit of the doubt. 


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About The Author

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