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We've called out Turkish inflation as running rampant. This global inflation problem that is scaring emerging market's is plenty clear on investor radars, finally.

The Turks decided to do something about it this morning, raising rates by +50 basis points to 16.25%.

Global Cost of Capital continues to increase, and finally some of my competitors are owning up to the reality that as Global Rates climb, Global Growth will slow.

The titanic called the Global Interest Rate Cycle, is turning.
KM

(chart courtesy of stockcharts.com)