I posted earlier from Deutsche Bank's outlook for the Federal Reserve:Aggressive Fed easing more like a Christmas wish list rather than the most likely outcomeA separate piece from Deutsche Bank says not to ignore the risk of higher inflation, outlining five reasons this is rising:Central banks have implemented more aggressive short-term monetary easing than anticipated.Commodity prices are rising due to China’s stimulus measures and ongoing tensions in the Middle East.U.S. economic data remains solid, suggesting the economy may avoid a more severe downturn.The September CPI report exceeded expectations, showing stronger inflation.Money supply growth is picking up pace. This
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