Is the Reflation Theme in the U.S. Done?

The transcript discusses the current state of the global economy, highlighting the slack in the system and the synchronized growth across regions. It examines the dynamics of the treasury market, particularly the short squeeze, and debates whether recent market movements are driven by technical or fundamental factors. The discussion also touches on the implications of inflation and retail sales data, as well as the potential for wage growth in labor markets.

In what ways are technical and fundamental factors influencing the treasury market?

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What does the disparity between soft data and hard data indicate about the economy?

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