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Inflation insurance getting much cheaper
In all the turbulence of the past few weeks, it is inevitable that a number of significant price moves will have been overlooked. We have seen very little comment to date on the collapse in inflation breakevens, with the average implied rate of US CPI inflation over the next five years dropping more than 150 basis points to 0.2%. Even larger moves occurred in the wake of the collapse of Lehmans, only to be reversed albeit over more than a year.
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To date, 175 of the 188 companies in our Retail/Restaurant Index have reported their EPS ...
To date, 171 of the 188 companies in our Retail/Restaurant Index have reported their EPS ...
To date, 168 of the 188 companies in our Retail/Restaurant Index have reported their EPS ...
To date, 161 of the 188 companies in our Retail/Restaurant Index have reported their EPS ...
