More from Waller: Some of ongoing services inflation may represent lagged wage increases ...Middle East

Long-term yields may have more of an inflation premium but Fed will fix thatUS deficits may also be driving long-term yields higherSome of ongoing services price inflation may represent lagged wage increases, which should easeTremendous uncertainty around what will happen with tariffsDo not think 'draconian' tariffs will be implementedIn the near-term do not think there will be a huge impact on inflation from tariffs This article was written by Adam Button at www.forexlive.com.

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