‘The Main Question’ (And A Lot More)

‘The Main Question’ (And A Lot More)

Amid counterintuitive outperformance from perennial, "slow-flation" winners-turned reflation trade laggards, enquiring minds want to know: What happened to my rotation? The data is confirmatory. PMIs are screeching tea kettles. The labor market is pretty clearly on the mend (a recent uptick in jobless claims notwithstanding). And CPI just printed the biggest MoM gain since 2012. So, what's wrong with the "boom" narrative? Where's the flaw in the "summer bonanza" thesis? Well, there's probabl
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