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Connecting the Disinflation Dots in Multi-Asset Strategies

Connecting the Disinflation Dots in Multi-Asset Strategies

The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.

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