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    • Belated March CPI Analysis

      Belated March CPI Analysis

      Seeking Alpha· 15 hours ago

      The March CPI release was, in retrospect, the one that apparently convinced the Fed and the market that "disinflation has stalled." "Higher for longer"...

    • The World Is Overweight U.S. Assets

      The World Is Overweight U.S. Assets

      Seeking Alpha· 3 days ago

      While US remained a net debtor to world in aggregate because foreign central banks still owned sizeable amounts of US Treasuries, it became sizeable net...