Deutsche Bank SELL

Thematic Research What are the biggest market dislocations Henry Allen

Aug 11, 202612 pages页

From the report报告摘录Fed Hike Underpricing: Markets price 31bps Fed hikes by Dec (peaking at 47bps), but historical CPI>3.5% implies 100bps+ first-year hikes (2022 precedent: 25bps→450bps), risking severe correction if hawkishness exceeds…

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