August 2024 started with a swift drawdown in markets. As with many such corrections, a major contributor was leverage.
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A disquieting apprehension about inflation has drifted into the public consciousness. The headlines say that inflation is better. Why don’t we feel that way?
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A confluence of new dynamics has burst onto the scene since the beginning of the year. Changing long-term cyclical and secular trends are likely at the heart of it.
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