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Sep 18 2014

Transitory Inflation

  • Sep 18, 2014

August inflation unexpectedly fell into the negative territory. The softness in global inflation makes it harder for a single country to decouple on the upside. If the strength in the dollar has staying power, this will show up in lower import prices going forward, another headwind for inflation. The Fed’s hawkish stance certainly does not help inflation expectations either.

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About The Author

Chun Wang / Sr. Research Analyst & Co-Portfolio Manager