After what can only be described as a horrific start to the year, I think the markets are finally starting to come around to the CA point of view – Fed hikes later and/or steeper.  Albeit veeery slowly.  After that surprisingly hawkish December FOMC press conference, a few anecdotal pieces of info seem to imply a softening of the FOMC hawkish stance: Hilsenrath article post-payrolls: Fed Likely to Remain Patient on Rates After Jobs Report. “A first step towards raising rates would be the removal of the word patience from the policy statement. But the bar looks high to such…

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