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Oh… So THIS Is What They Kept Hidden From Us
Consumer price numbers have come back during the summer. Since US GDP was up big in Q3, quite a few seem concerned this could mark the beginning of a second "inflationary" phase. But underneath the oil surge there is overwhelming evidence disinflation remains firmly entrenched. A little too firmly, according to the markets.
Eurodollar University's weekly conversation w/Steve Van Metre
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.