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
The Road to Disinflation?
The Road to Disinflation?
The Road to Disinflation?
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