The bond market is waking up to the idea that inflation might be a bit stickier and the Fed’s hands are tied. Alf and Brent discuss what this implies for global macro asset classes, and highlight a few trade ideas.
friday speedrun
Friday Speedrun
A Sour Combination
There has been a notable change in the tone of the data recently as we have moved from stonking disinflationary boom to possibly-troubling softness on the demand side. And Cathie keeps on being Cathie.
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