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The impact of high inflation on individuals’ finances is not something to take lightly, especially in the U.S., because for almost 40 years we have had no experience with such an event and have no clue how to deal with it or how to try to minimize its negative impact. In other countries that is not the case, as low inflation has not been part of their ...
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Markets have caught up with our forecast of only two US rate cuts this year. Listening to recent Fed speak, we believe the central bank is also on the same page. The risk to our forecast is still two sided. We cannot rule out hikes nor earlier cuts. After yet another strong inflation report, both the market and the Fed now seems more aligned with our views ...