Many central banks have started raising rates to fight inflation, opening up debt opportunities while promoting caution on broad emerging stocks.
The U.S. consumer is increasingly pessimistic but spending at a record pace, with sentiment dropping to a decade low despite sharp increases in sales.
It is worth reminding ourselves of the key features of inflation that are often missed when investors or economists discuss the topic.
There’s plenty to do to keep Congress busy for the next few months with enough political twists and turns to be entertaining. Fasten your seat belts.
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