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Early Morning with Dave
Global Inflation Expectations on a Downward Path

Global Inflation Expectations on a Downward Path

Falling global inflation expectations are bullish for bonds

David Rosenberg's avatar
David Rosenberg
Aug 26, 2024
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Early Morning with Dave
Early Morning with Dave
Global Inflation Expectations on a Downward Path
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Highlights

• Falling global inflation expectations are bullish for bonds

• Troubles continue in the German economy

• Markets await Nvidia’s earnings and PCE price deflators later this week

• Slack is back in the labor market

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