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Global Letter: Rising US inflation concerns

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Markets are starting to fret: it is a close call, but we are slightly more sanguine.

Inflation is now back on many minds. And this matters because, as go inflation expectations, so go bond yields, and thence asset prices, exposed leveraged entities, official interest...

 

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Global Letter: Rising US inflation concerns

Markets are starting to fret: it is a close call, but we are slightly more sanguine. Inflation is now back on many minds. And