Micro Trumps Macro As Stocks Shrug Off Week Of Higher Inflation, Higher Rates, & Lower Growth
Micro Trumps Macro As Stocks Shrug Off Week Of Higher Inflation, Higher Rates, & Lower Growth It was an ugly macro week… Source: Bloomberg …and worse still, ‘growth’ surprises disappointed significantly while ‘inflation’ surprises surprised to the upside significantly… Source: Bloomberg Soaring inflation expectations sent rate-cut expectations to new cycle lows… Source: Bloomberg …pushing yields […]
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