inflation data tmr high inflation - (unlikely) low cuts, mor...
inflation data tmr
high inflation - (unlikely) low cuts, more pain for economy, major sell off
low inflation - potentially bigger custs, mby 50bp, major sell off
low inflation - potentially bigger custs, mby 50bp, major sell off
inline - small sell off
Am I pessimistic? Or do you see it in a similar way?
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STORY : 25 bp