Just to add to 4 corners don't forget European debt situation etc etc. Seems that bond yields in Europe and in the US are somewhat sharply higher in recent times. At the end of the day I think it is a bond selloff that will be a precursor to loss of confidence in the related currency and hence inflationary. Don't think were there yet but no doubt the clock is ticking.
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Just to add to 4 corners don't forget European debt situation...
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