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Drop in inflation breakevens supports "inflation transitory" camp. In past two weeks, Fed cycle peak exp. now Feb '23 (vs May '23) at 3.3% (60bp less)

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Can inflation accelerate if inflation expectations and inflation leading indicators are tanking?

Over the past year, the market's view on inflation has shifted from "transitory" to that of a more pernicious sticky inflation ("structural") and this prompted the Fed to pursue a hawkish course. And this in turn has put a lot of pressure on asset prices. And in this context, not surprisingly markets remain in the "st...

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