Stocks Break Out... But Is Inflation Bottoming?

Stocks have broken out to new highs, but there are signs that inflation, as measured by CPI might in fact be bottoming right now.  Moreover, the bond market is finally waking up to the fact the Fed will need to keep rates higher for longer, which will ultimately have a profound impact on asset prices going forward.

This week we delve into all of these issues as well as what they mean for the markets. 

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