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May 19, 2021

Supply constraints continue to push inflation measures higher. If supply continues to be an issue, it could lead to weaker growth and have a negative impact on asset prices.

We have been writing about the rise in cost pressures due to improving economic activity and ongoing supply constraints.  This has become a mainstream concern and something that can have major implications on asset class returns.  Predicting how long these inflationary pressures will last is not possible, but we can monitor some market-based indicators to...
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