The Fed commentary is that inflation has been more persistent than anticipated, says Katy Kaminski of AlphaSimplex GroupLLC. The supply chain remains strained despite some momentum for reopening, she adds. She says sectors exposed to duration risk may need to watch out. She thinks it will be a general positive trend for equities, but a bit of a bumpy ride. She and Oliver discuss inflation and she gives her thoughts on bitcoin and gold.
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14 Oct 2021
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