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Inflation Narrative Is Driving Markets
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Inflation Narrative Is Driving Markets

Keep driving over the inflation speed bump

David Rosenberg's avatar
David Rosenberg
Mar 15, 2024
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Early Morning with Dave
Early Morning with Dave
Inflation Narrative Is Driving Markets
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Highlights

  • Keep driving over the inflation speed bump

  • Japan lays the table for the return of positive interest rates

  • China losing credit as real estate woes persist

  • U.S. corporate defaults hit post-GFC highs

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