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Marko Papic: Game Over For The Oil Bulls
The Macro Trading Floor
The Bunt Marking Talking Really Loud
Inflation expectations traded in sero cupong swamps, for example, have been falling off a cliff. That's usually a signal to the fet that maybe the tightening acidis priced right now is more or less enough. If you look at the n f i b survey conducted among s m es in the us, companies are actully telling us that they don't plan on hiking prices over the next three months. So this is the bunt marking talking, the bunt market talking really loud. But the problem is that inflation is a lagging indicator in the cycle. An inflaction tends to be a lagging indicators. Tends to actually fall last, effectively, in the cycle
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