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Today might be peak "growth scare" --> REVERSING interest rate view --> Now expect rates to push higher "above consensus"

STRATEGY: PEAK "growth scare" and now expect interest rates to push higherAs many of our clients know, we have had three central views heading into July 2021 that caused us to be cautious.  The three factors:- first, the "delta variant" of COVID-19 we thought could trigger a parabolic rise in US cases possibly towards 100,000- second, strong 1H2021 = weak July (see multiple prior notes).  Consensus expected strong seasonal July- third, we viewed interest rates as "undershooting" consensusThe...

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