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A Correlation Flip, And A Quick Recap Of Charlie McElligott’s 2020 Macro Outlook

Once we get beyond the virus, we'll be back pondering the same, familiar dynamics.

Once we get beyond the virus, we'll be back pondering the same, familiar dynamics.
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1 comment on “A Correlation Flip, And A Quick Recap Of Charlie McElligott’s 2020 Macro Outlook

  1. What is “benign inflation”? 1.5-2.2% on Core PCE or CPI? Or headline?

    So expect real rates to be either mildly positive to negative?

    And what does it say about corp profits and GDP growth if they can’t accelerate with real rates so low?

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