“The motionless of stocks near all-time highs and yields near all-time lows is likely ending in the weeks ahead as the Fed, ever more data dependent, contemplates its next move,” BTIG’s Julian Emanuel (SA)

“A higher ‘trend’ in inflation is not the ‘friend’ of financial assets long term, volatility in both stocks and bonds, moving together in response to actual and perceived inflation data, is set to heat up in the weeks ahead.”

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