Portfolio Watch: October reflation or October disinflation?

While traded prices show signs of exhaustion, market rates in USD have soared due to growth repricing, which aligns well with our nowcasts....

2024-10-18

<a href="https://stenoresearch.com/author/andreas/" target="_self">Andreas Steno</a>

Andreas Steno

Portfolio watch

While traded prices show signs of exhaustion, market rates in USD have soared due to growth repricing, which aligns well with our nowcasts….

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