
INFLATION FEARS ARE RISING Markets are pricing in hotter inflation, with Kalshi forecasting U.S. inflation could reach 5.1% this year. That matches Bank of America’s latest survey, where 40% of fund managers said a second wave of inflation is now the biggest market risk.

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Markets are anticipating increased inflation, with Kalshi predicting U.S. inflation could hit 5.1% this year. This aligns with Bank of America's survey indicating that 40% of fund managers view a second wave of inflation as the primary market risk.
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