The Fed's Re-Acceleration of Inflation in the Stock Market

The China thing seems to be coming unwound before our eyes with GDP that looks low single digits. That's just something that five years ago was like unfathomable. I'm skeptical that we see a meaningfully pick up inflation if we don't have a China like reflation of their economy. Watch the two, the five and the 10 year break even inflation levels. Let's hit some earnings really quickly before we get out of here. Because again, we said it's a big week.

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