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Markets fell this week after consumer data reignited inflation worries. On Wednesday, CPI data came in well over expectations, with headline inflation beating the consensus by a factor of 4x. Core CPI didn’t fare much better, registering gains 3x larger than expectations. Inflation concerns showed up in consumer sentiment as...

Markets rose this week as non-farm payroll hiring in February beat expectations. Net hiring came in at 397K when consensus expectations were for net hiring to come in at 197K. PMI numbers were also encouraging, with both the services and manufacturing sectors remaining firmly in expansionary territory. On the federal...