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Into late 2021, further FED backing, further rise in reflationary assets

Last week, the FED confirmed its commitment to its aggressive monetary stimulus policy. Quantitative tightening or rises in Fed Fund Rates do seem a distant eventuality. In this dovish context, Inflation Expectations are probably set to ....

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US TIPs vs US Treasuries (Inflation expectations)

(Weekly graph or the perspective over the next 2 to 4 quarters)

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