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The Numbers

Stagflationary Impulse Will Keep The Fed On The Sidelines

by Felix-Antoine Vezina-Poirier, Chief Strategist  

June US income and spending shows softening demand and rising goods inflation pressure, reinforcing our long-duration stance. Real personal spending only rose 0.1% m/m, in line with expectations. Personal income increased 0.3% m/m, but real income ex…

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