Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation
Macro Hive Conversations With Bilal Hafeez
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Are You Surprised by the Mannheim Prices?
On the Mannheim prices, are you surprised by the strength? I think it's something that people should really take note of. There does seem to be more underlying economic strength than I think was previously assumed. The Fed is breaking down inflation into three broad buckets: goods, shelter and then there's services X shelter. So we're really splitting hairs here.
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