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Today's reversal in stock and bond prices from down big to up big, following the release of September's hotter than expected CPI report, has been quite remarkable. It's head spinning action. The day isn't over, but shorting the markets on bad inflation news just turned a bit more risky.
We've been making the case that the US economy has been in a rolling recession since the start of this year. We are thinking that the data suggest that the US economy is also experiencing rolling inflation. Consider the following:
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