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September 01, 2020 1:28pm
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US CPI To Accelerate, While Omicron Adds Color To COVID-19 Wave That Was Already Evident

At the risk of over-simplifying, there seems to be three sources of dynamism in the investment climate: COVID-19, the Federal Reserve, and market positioning. The last of these is not given its due in market commentary, so let's begin there.
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