• The newest developments out of the Middle East in the past week have exposed the very high level of complacency that investors have had surrounding this issue.  It also confirms that the risks are rising in the marketplace.  No, it does not mean that a pullback or correction is definitely imminent, but it does add to the concerns that inflation might prove to be “stickier” going forward…no matter what today’s employment report tells us about the job market. 


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