We expect the downward pressure on inflation to persist in the next few months. But we think the recent sell-off in all inflation-related assets is a bit over done, however, we will exercise patience to wait for clearer signals. The NFIB actual and future compensation survey continue to offer glimmers of hope. Inflation at producers’ level has more downside too in the near future.
Jan
20
2015
Inflation—More Weakness Before It’s Over
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