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As anticipation builds around the Federal Reserve's likely interest-rate cut next week, J.P. Morgan Asset Management's Phil Camporeale is keeping his eye on the behavior of a particular Treasury bond amid inflation risks.
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Inflation rose last month as the price of gas, groceries, and airfares jumped, while a measure of layoffs also increased.
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Inflation will rear its head in earnest this year and "accelerate into 2026 and beyond," RH CEO Gary Friedman said.
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A key Bureau of Labor Statistics inflation report showed price increases for a variety of tariff-sensitive items.
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