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Examining Tech, Markets, And ESG Investing

Bloomberg Intelligence

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Is the Fed Falling Behind the Market?

I do think we get two rate highs in 20 22. It was driven by air fars as well as or or rents and shelter costs. That materially raises the bar for toto of next year, for the pace of inflation to accelerate. We're leaning more bearishly on the treasury market than we have in the past with the five years sector poised to under perform. But all of this within the context of a higher overall rate range.

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