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Are Equity Managers Ready for Inflation?

Four investing lessons from the Yale Model legend Plus, how to get back into the market if you sold everything as COVID-19 hit

Bond Market s Inflation Bulls Get Powell Go-Ahead to Double Down

Article content (Bloomberg) The Treasury market’s inflation bulls seem to have gotten a green light from Federal Reserve Chair Jerome Powell to double down on wagers that price pressures will only intensify in the months ahead. The renewed mojo for the reflation trade follows Powell’s reaffirmation this week of the central bank’s intention to let the world’s biggest economy run hot for some time as it recovers from the pandemic. The Fed’s unwavering commitment to ultra-loose policy in the face of robust economic data is what caught traders’ attention. It took on added significance as it coincided with signs infections are ebbing again in the U.S., and as President Joe Biden unveiled plans for trillions more in fiscal spending.

DIARY-Today in Washington - April 22

DIARY-Today in Washington - April 22 Reuters 1 hr ago Popular Searches 0830/1230: The Federal Reserve Bank of Chicago issues National Activity Index for March. 0830/1230: The USDA releases weekly Export Sales. 1000/1400: The National Association of Realtors issues Existing Home Sales for March. 1000/1400: The Conference Board issues Leading Indicators for March. 1000/1400: The Freddie Mac issues weekly U.S. mortgage rates. 1030/1430: The EIA issues weekly U.S. underground natural gas stocks. 1100/1500: The Federal Reserve Bank of Kansas City issues Manufacturing Survey for April. 1100/1500: The Treasury Dept. makes weekly announcement of 3- and 6-month bill sale offerings; and announces sales of 2-, 5- and 7-year notes, 2-year floating rate notes.

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