Stagflation First, Disinflation Later
Source: SeekingAlpha
2026-04-06 15:30:00 ET
A lot of the market still wants a clean answer to a messy problem. Is this inflation or recession? Higher for longer or cuts? Risk on or risk off? But shocks like this do not usually resolve in such tidy categories. The more coherent path is sequential, not binary....
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Stagflation First, Disinflation Later
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