Inflation Roundup – Global Inflation Expectations Rollover

Content

    • Total Returns and Seasonality
    • The State of Market-Based Inflation Expectations
    • Commodities and Yields Destined to Enter Trading Ranges
    • The Beginning of the End for Supply Chain Bottlenecks?!
    • Consumer Spending Expectations Being Tempered
    • TRANSITORY! (I can NOT wait for this debate to be over)
    • Rents Accelerating Higher

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