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参加 July 2009
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Hot CPI. Hot PPI. Bonds rallied anyway.
Kevin Muir thinks the long end may already be at its low. Sam Cutler says bond buyers are hedging financing stress, not betting on disinflation.
Plus UK GDP, China Q3 GDP, the AI bubble, and why midterm volatility looks cheap.
Out now on LiveSquawk Market Talk.
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#Macro# #Bonds# #CPI# #LiveSquawk#
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