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5 Things We Watch: CBs, Eurflation, OPEC, Ifo, Dutch Politics

5 things we watch: Higher(er) for longer(er), the consumer, core price pressures, energy prices and cyclicals

If this truly is a rebound in activity with consumption back in the service sector, then there is no reason to sell equities. This is the big schism currently. Why sell both fixed income and equities if the economy is doing better? Current market trends are not sustainable. Something will HAVE to give.

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