Now it's time for them to step up
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How I come up with macro trade ideas
11
Looks short, but could be very long
What everyone knows about inflation, and why we think we know it
The reflation narrative is firmly in place, here are my triggers to fade it
4
And why it's not considered so
2
The ineffectiveness of loose policy means we'll likely see more of it
A quick summary of monetary measurement, operations and policy
1
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BCLMacro