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Goldilocks should be careful she doesn’t burn her lips. After a startling US inflation report for January, it’s plain that her porridge isn’t too cold, at least not yet — but it very well might be too hot. That led to an interesting readjustment on markets, as traders pondered the possibility that Team Transitory hadn’t been right after all.

QOSHE - First There Was Transitory. Now Comes Intransigent - John Authers
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First There Was Transitory. Now Comes Intransigent

2 1
14.02.2024

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