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Month: November 2021

November 18, 2021November 18, 2021Opinions

Fed’s View of Inflation Risk

Market expectations for Fed rate hikes in mid-2022 look misplaced unless this […]

November 4, 2021November 5, 2021Opinions

Velocity – Another View On Inflation and Liquidity

The velocity of money gives us a useful way to view inflation […]

Recent Posts

  • Inflation Momentum Collectively Fading
  • Corporate Earnings, Tightening, and Rising Growth Concerns
  • Dip-Buyers in Hiding as Global Dollar Liquidity Rolls Over
  • Peak Fears and Plucking Low Hanging Fruit
  • Aggressive Tightening in a Late Cycle Bond Market

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