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March 24, 2021

Inflation rates, as well as assets linked to inflation, are increasing, but future indicators suggest that this will likely only be temporary.

In prior posts, we noted that inflation indicators and assets that are positively correlated to inflation have been increasing.  In February, we also noted that our long-term view is that inflation and economic growth will return to levels similar to pre-2020.  We are finally seeing that in some market-based measures of inflation. One way to...
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