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Markets are prepared for the worst. You need to know why.

Eurodollar University

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Markets Insider Pro and Eurodollar University Research Bundle

Yesterday's CPI for December was the third straight which the markets took as confirming the disinflation side of the predictable eventual supply shock. Today we got the University of Michigan's survey on consumers. Consumers are getting the same sense that everyone else's consumer price pressures are falling. US export prices, they crashed, they collapsed by 2.64% month over month.

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