Market Exposed To Left-Tail Shock Amid Reflation Zeitgeist Crowding

Needless to say, macro watchers -- which is very often a polite euphemism for economists, both real

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One thought on “Market Exposed To Left-Tail Shock Amid Reflation Zeitgeist Crowding

  1. With everything already going on, anyone else wondering how much longer we can trust the already noisy CPI data?

    Trump is already calling into question national economic data and suggesting it is partisan (i.e., against the GOP). Not a stretch to imagine him picking up the phone and calling his curiously sane-seeming Labor nominee and telling her she needs to find him 0.1% core inflation. OTOH, she’s the first nominee I’ve seen any Republicans have any problem with, making it all the more curious and uncertain.

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