The Week Ahead In Context Of Growth, Inflation, Liquidity

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Last week we saw significant moves in markets. Equities and treasuries were down significantly, while commodities and the dollar rallied. These moves reflect the fundamental dynamics of heightened inflation, weakening growth, tightening liquidity, and market regime pricing for stagflationary nominal growth. These market moves came from weaker than expected employment data and higher-than-expected inflation in the form of CPI.

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