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The CPI, Construction, and Commodities


We have noticed more investor interest in CPI-sensitive themes, mainly commodity and construction-related, over the past month and since the October 2023 market low. While a reflation scenario was not in our 2024 outlook, we can shift theme overweights to be in position for rising CPI and inflation expectations if warranted.

Ned Davis Research | Thematic | On the Radar | Weekly

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