Inflation expectations could be on the move if the recent trends in energy space persist. Energy has been the missing re-inflationary link in recent weeks, but there is momentum ahead of the virtual OPEC meeting.
Portfolio Watch: Markets sniffing out the Chinese resurgence case
The commodity cycle is healing, but overall trends are more lukewarm. Interesting whether this is the market sniffing out something related to the manufacturing cycle in China? Either way, we have been positioned appropriately.
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