Surveillance: US Inflation Cools Sharply
Bloomberg Surveillance
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The Disinflation Vector Changes
There is a sense that Wall Street doesn't have as much faith in the disinflation as is actually coming through in the number. The Fed put out a report saying that at the headline level, there have only been two stronger-than-expected CPI readings the last year. From an investment perspective, Megan, is it time to get out of cash? "I got to say, Tom, I'm looking at bespoke investment," she said.
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