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Wall Street’s Great Inflation Trade Is Peaking Across Assets

  • Bond investors cut inflation hedges at fastest pace since 2013
  • Wells Fargo’s Harvey calls end of great value rotation
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Consumers See Recession Around Corner: Conference Board
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A tentative victory for a Federal Reserve under constant attack: Inflation bets on Wall Street are cooling from historic highs at long last. 

Bond-derived expectations for price growth over the next decade are falling, the value stock boom is reversing and the industrial commodity supercycle is easing.