We did have a miss on CPI for this particular month, but I don't think the overall trend for higher inflation has materially changed, with oil prices north of $70, it's hard for me to believe this is going to be a persistent trend of inflation misses.

Eddy Vataru

Categorized in : Company News

From where I sit obviously money is very cheap right now and bond prices reflect a full-blown recession, but I don't think that's in the offing, we are going through a weak patch now but it feels like as the days pass and it's clear that inflation is not obsolete, the market will have to re-price for that.

business

It's common for folks to look at bonds as a ballast at times when stocks aren't doing as well, for the average investor, fixed income can serve an important function.

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