Surveillance: Kettner: Bullish tech
Bloomberg Surveillance
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The Nuances of the Current Economic Narrative
This chapter delves into the complexities of the current economic narrative, exploring the impact of oil and energy prices on inflation and the potential disruptions it may cause. It also discusses factors like student loan repayments and high yield spreads, as well as the actions central banks can take. Additionally, it touches on the possibility of inflation picking up beyond energy prices and the relationship between yields and growth expectations.
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