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When a tree falls in a forest, does anybody hear? This inflation charts is starting to sing bullishly (albeit softly) to our macro model.

Suffice to say, the top in reported US inflation is in the rear view mirror (see chart). This is going to pave the way for "Heli-Ben" to justify cutting US interest rates to zero. Altogether, this is going to be bullish for equities and commodity prices in the months to come. Re-flating may very well be the only policy path left.

KM