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Unwarranted Inflation Fears Could Impact Recovery

Interest rates steadied this past week (March 22-26) after the Fed altered the rules, vowing not to cave to market whims or pressures, instead waiting for the “actual data” to dictate the path of monetary policy.  We agree with the Fed’s approach, but worry that the markets’ uneducated view of the causes of systemic “inflation” may push market rates to the point of endangering any chance of a robust recovery. …Read More