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Listen "Last week's data went against consensus"
Episode Synopsis
Stephen Fitzsimmons discusses how the market was caught flat-footed by last week’s CPI data that was below expectations and markets rallied as a result. Inflation data was announced as having been below expectations across the board.Meanwhile, retail sales showed material signs of cooling. Interest rates and stocks rallied hard.· There are significant reasons why we believebullishness in fixed income is still warranted.
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