A lot of the fear with consumers should be directed at inflation expectations more so than current level inflation, says Bob Iaccino of Path Trading Partners. He points out there have been a few misses on the retail numbers lately. Bob gives his thoughts on imports and export prices, and says the PPI number was a little bit worrying. He and Ben discuss the yield curve. Bob gives his thoughts on currencies including the British Pound.
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15 Dec 2021
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