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OUR LATEST INSIGHTS

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Interest Rates & Inflation

It’s yet to be determined just how high the Fed is willing to raise the fed funds rate, and though cyclical inflation will recede, we believe core inflation will prove to be more persistent than the Fed and most investors believe.

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CM Market Update-Sept. 29, 2021

In this 26-minute presentation, Arnold Van Den Berg discusses the current economic and market environment, covering important topics such as inflation, energy transition, the commodity super cycle, US debt and the budget deficit, and the digital revolution.

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