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Showing posts with the label 10-yr Breakeven Inflation rate
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A commodity snapshot: Corn, Lean Hog and the oil price from September 2022 to March 2023. Prices have not come down and remain bid and appear less volatile. A 2023 rally cannot be ruled out

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Are Central Banks on an end year pause with rates hikes as they bounce around with Dovish and Hawkish rhetoric? Inflation could become hyperinflation in 2023 with Central Bank's lack of guidance to the market. The Fed's terminal rate should be at 9%

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Did Bank of England (BoE) and Bank of Japan (BoJ) combined market interventions at over $100 Billion cause distortions in the U.S. Dollar market?

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Oil price swing trade is on and off. Caught the sell and rally, on 'confusion' of a slowdown or stagflation recession. Central Bank rhetoric has smoothed out volatility. But for how long? China is about to snap back consumption en masse after COvid lockdowns. Russia will maintain the Ukraine war. Check your grocery bills

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