Duration & Credit Pulse: February 16, 2025
Duration & Credit Pulse – Week Ending February 16, 2025 | Mariemont Capital Duration & Credit Pulse Week Ending February 16, 2025 Executive Summary Bottom Line: Hot inflation data shattered rate cut hopes as January CPI surged 0.5% monthly—the highest since August 2023—while Trump’s steel tariffs and China’s energy retaliation created a toxic stagflationary cocktail. […]
