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How to Profit From Inflation
A 10 to steepener is essentially betting that 10 year rates will go up relative to two year rates. Data and research companies can get access to sectors that are inflationary, but you never see in a hard asset portfolio or commodity portfolio. Some other data companies might have access to automotive, industrials, metals in mining, credit markets. Could they allow us to really broaden our net and capture a lot of the unique facets of inflation?