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The Road to Disinflation?

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Macro Brief

The Road to Disinflation?

Concoda
Nov 28, 2022
23
Share this post

The Road to Disinflation?

concoda.substack.com

After an explosive CPI report, most assets (even bonds) are showing signs of a disinflationary transition. China "reopening" hopes also dissipate, while commodities plunge, discounting supply fears

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