Bassanese Bites

Where's the inflation? Where's the inflation?
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As markets await this week's PCED inflation read, everyone's asking where the tariff effects are.

Stagflation stress Stagflation stress
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While markets are talking about rate cuts, the "S" word is also creeping into conversation.

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Start your week with our Chief Economist David Bassanese’s Monday morning take on macro events and market movements.