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CPI Can Give Fed ‘Easy Out' on a Rate Hike, BMO's Davis Says
Source: youtube.com
InflationInterest Rates & YieldsHousing & Real EstateDerivatives & VolatilityAnalyst Insights
BMO Global Asset Management fixed-income head Earl Davis is focused on Friday's US CPI release and potential mortgage-convexity selling in rates markets. The commentary highlights inflation data and mortgage-backed securities hedging flows as near-term drivers of Treasury-yield volatility.
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