Jeremy Friesen
Jeremy Friesen
rates seems view
The view on where U.S. rates go seems to be most contentious.
confusion good heck market second thoughts
(There was) confusion about what the heck they meant. The market thought it was good (for the U.S. dollar), then they had second thoughts about it.
bleed energy high prices remain risk underlying
If energy prices remain high for long enough, there is a risk that they would bleed into underlying inflation.